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STRIVE Recruitment Inc.

Contract Specialist

Hamilton, ON, Canada

Full-time

Within 25 km of Burlington · About 19.7 km from the city centre

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Job details

Job type: Full-time
Apply by: Dec 5, 2026
Experience: Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Posted: Nov 5, 2026

Original job description

Hamilton, ON

$60,000 - $65,000 annually

About Us

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs

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)
9 AM – 5 PM, 1-hour lunch
Stable opportunity with long-term potential
Join a collaborative and supportive team of 4
Employer-paid benefits
Vacation after probation
Fully on-site to start, hybrid option available after 6 months

Responsibilities

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
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
Partner with onboarding and contracting teams to support advisor transitions

Requirements

Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
Proficiency in Apexa is required; WealthServ and/or FundServ experience is an asset
Strong verbal and written communication skills to coordinate with internal teams and external stakeholders
Ability to manage multiple moving parts with attention to accuracy and timelines
Comfortable working in a fast-paced, detail-heavy environment

#INDSTRIVE3

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More about this job

Responsibilities

Manage inbound and outbound advisor block transfers, coordinating with carriers, MGAs, and segregated fund providers to complete documentation, valuations, and payments accurately and on time. Maintain transfer records and advisor profiles, update WealthServ and FundServ, track progress in Apexa and internal tools, and support advisor transitions and client reassignment.

Requirements

Requires at least 1–2 years of experience in insurance or financial services, with direct experience in contracts, transfers, or MGA operations. Apexa proficiency is required; WealthServ or FundServ experience is an asset, along with strong communication, accuracy, and the ability to manage multiple tasks in a fast-paced environment.

Skills

Contract Management
Advisor Block Transfers
Insurance Operations
MGA Operations
Documentation Management
Carrier Coordination
Client Listing Reconciliation
Data Accuracy
Apexa
WealthServ
FundServ
Progress Tracking
Written Communication
Verbal Communication
Attention to Detail
Time Management

Benefits

Employer-Paid Benefits
Vacation After Probation

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Financial Services
Contracts
Advisor Block Transfers
MGA
Buy-Sell Agreements
Insurance Carriers
Segregated Fund Providers
Valuations
Payments
Orphan Client Reassignment
Deceased Advisor Transfers
Client Listings
Advisor Profiles
Transfer Records
WealthServ
FundServ
Apexa
Onboarding
Contracting
Documentation
Internal Trackers

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