The CompanyFounded in 1966, Masters Insurance has grown into one of Ontario's largest and most trusted independent brokerages. We specialize in tailored insurance and surety solutions for the construction industry, built on a foundation of strong client advocacy and longstanding industry partnerships.Driven by our core values of integrity, care, innovation, and exceptional service, we are dedicated to safeguarding our clients' interests and ensuring their peace of mind.Our extensive services cover personal and commercial insurance, group advantages, as well as life, estate, and investment solutions. With offices in Toronto, Hamilton, Ottawa, Windsor, New York, and Florida, our skilled team partners with top insurers to provide tailored coverage options and prompt, reliable claims support.BenefitsCompetitive compensation packageGenerous health and dental benefits program, including Healthcare Spending AccountRobust Group Retirement Savings program with company matchingReimbursements of license fees and professional membership duesFull support of continuing education and growth opportunities, including career mentorship with senior managementHybrid work schedule that supports work-life balanceEpic year-round employee events!Opportunities to give back to our communities through philanthropic programsMembership to an exclusive employee discount programDiscounts to gym membership and select local retailersPosition SummaryThe successful candidate for this position should be a self-starter, proactive individual who will work in conjunction with the Financial Advisor and team to actively engage our clients through communications, preparing marketing materials and meeting scheduling. They will act as primary point of contact for routine inquiries,



onboarding and following up on client meetings.Key ResponsibilitiesWork with the advisors in the office to manage and maintain good working relationship with our clientsReview and prepare presentation documents for client meetingsManage paperwork workflow with Advisors, clients and compliance departments; including preparation of paperwork, coordination with clients for signatures, follow ups on outstanding itemsManage abeyances and follow-ups with fund companies to confirm accuracy of transactions and resolve discrepanciesDaily management of all investment related documentation for processing and compliance, including trade processingFile client documentation and communication while maintaining compliance requirementsWork with the team to ensure compliance standards are met within the office structureQualifications3+ years industry experienceCompletion of mutuals funds license (any designation as required through CRO: offered through IFC, CSI or CIFC)University degree an assetProficient in Microsoft Office, with emphasis on MS ExcelEffective verbal and written communication skillsExcellent organizational and time management abilitiesSelf-motivation with ability to problem-solve with limited supervisionFlexibility to work in a fast-paced and dynamic environment with changing prioritiesAbility to work independently and as a team memberAccurate data entry skills with extra attention to detail and overall accuracyMasters Insurance Limited is an equal prospect employer dedicated to fostering an inclusive and accessible workplace. We are committed to accommodating the needs of applicants in compliance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act at every stage of the recruitment and selection process. If you require accommodation, please contact us at cclare @mastersinsurance.Com.Masters Insurance takes a fair and transparent, market-based approach to compensation. We recognize that experience and expertise can vary, and we encourage qualified candidates to apply even if their experience or compensation expectations fall outside the stated range. Final offers are determined based on qualifications, experience, skills, and internal equity to ensure consistency and fairness.

📌 Account Associate, Financial (Vaughan)
🏢 Masters Insurance
📍 Vaughan