First seen by our source: 22 days ago
Contract Specialist
@ STRIVE Recruitment
Hamilton, Ontario
Overview
STRIVE Recruitment is hiring a permanent Contract Specialist in Hamilton, ON, at $60,000 to $65,000 a year based on experience. The role manages advisor block transfers, MGA changes and buy/sell agreements, with 9 AM to 5 PM hours and fully on-site work to start, then a hybrid option after six months.
Responsibilities:
- Manage inbound and outbound advisor block transfers
- Collaborate with carriers, MGAs and segregated fund providers
- Submit and track documentation for valuations and payments
- Update WealthServ and FundServ systems
- Support orphan client reassignment for deceased advisors
Requirements summary:
- 1 to 2 years in insurance or financial services
- Direct experience in contracts, transfers or MGA operations
- Proficiency in Apexa required
- WealthServ and/or FundServ experience an asset
- Strong verbal and written communication skills
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · loxo
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-27
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Administrative |
| Experience | 1+ years |
| Hours per week | 40 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Perks mentioned | Generous paid time off |
Summary and details written by AI from the posting; the employer’s posting is the authority.
STRIVE Recruitment
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Specialist Recruiters in the areas of: Accounting & Finance, Technology, Corporate Administration and Manufacturing
Full company description
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations, and Technology. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.
- LinkedIn followers
- 32,645
- People associated on LinkedIn
- 39
- Reported office locations
- 1740-, 1050 W. Pender St., Vancouver, British Columbia V6E 3S7, CA
- 236 Pritchard Rd, Hamilton, Ontario L8W 3P7, CA
- Other recorded names
- STRIVE Recruitment Inc.
- Specialties
- General Accounting
- Audit
- Tax
- Treasury
- Financial Reporting
- Financial Analysis
- Corporate Finance
- Real Estate Development
- Logistics
- Suplly Chain
- Transportation
- Recruitment
- Staffing
- and Payroll
- Profile identifies a recruitment agency
- Yes
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations, and Technology. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Vancouver, British Columbia |
| Organization type | Privately Held |
| Year founded | 2008 |
| Specialties | General AccountingAuditTaxTreasuryFinancial ReportingFinancial AnalysisCorporate FinanceReal Estate DevelopmentLogisticsSuplly Chain |
| Open jobs on Jobsy | 79 |
| View page |
Contract Specialist
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
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