Contract Specialist

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:

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

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