Business Transfers Specialist Role Available

Join our team as a Transfers Specialist, ensuring seamless business transitions for advisors. This role is pivotal in facilitating transfers while maintaining accurate records in either Montreal or Kitchener.
As a temporary full-time Transfers Specialist, you’ll work directly with carriers to manage advisor business transfers effectively. Your responsibilities will include coordinating with the Finance team, validating block valuations, and addressing issues to ensure smooth transactions. Attention to detail will be key to your success in this dynamic position.
Key Responsibilities:
• Coordinate business transfers between MGAs and advisors
• Submit essential documents for proper valuation
• Validate evaluations with Finance before transfers
• Investigate discrepancies in client listings
• Maintain progress documentation on Salesforce
Requirements:
• At least 1 year in the financial services industry
• Understanding of MGA contracting processes
• Excelle...