The Role
Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and managing the smooth transfer of advisor blocks of business, whether through MGA changes or buy/sell agreements. The ideal candidate has experience with transfers, contracts, and working with insurance carriers or MGAs, and thrives in a fast-paced, collaborative environment.
Advantages
$60,000 – $65,000 annually (based on experience)
Stable opportunity with long-term potential
Join a collaborative and supportive team of 4
Fully in office to start, hybrid option available after 6 months
Responsibilities
Transfer Coordination
Manage inbound and outbound advisor block transfers
Collaborate with carriers, MGAs, and segregated fund providers to ensure accurate, timely completion
Submit and track required documentation for valuations and payments
Support orphan client reassignment and business transfers for deceased advisors
Data Management
Review and reconcile client listings from carrier portals
Maintain accuracy of advisor profiles and transfer records in internal systems
Update WealthServ and FundServ systems to reflect business movements
Track and report progress using internal trackers and Apexa
Cross-Functional Collaboration
Partner with onboarding and contracting teams to support advisor transitions
Identify and communicate issues such as advisor debt or missing documentation
Assist in hierarchy changes (personal to corporate transitions, incorporations, acquisitions)
Provide coverage during absences or vacation periods within the department
Requirements
Industry Experience: Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Software Knowledge: Proficiency in Apexa is required; WealthServ and/or FundServ experience is an asset
Communication Skills: Strong verbal and written communication skills to coordinate with internal teams and external stakeholders
Organizational Skills: Ability to manage multiple moving parts with attention to accuracy and timelines
Team Fit: Comfortable working in a fast-paced, detail-heavy environment