At a Glance
- Tasks: Support advisors and manage client relationships while ensuring compliance and accuracy.
- Company: Masters Insurance, a trusted brokerage with a focus on client advocacy.
- Benefits: Inclusive workplace, competitive compensation, and opportunities for growth.
- Other info: Flexible environment with a commitment to diversity and inclusion.
- Why this job: Join a dynamic team and make a difference in the insurance industry.
- Qualifications: 3-5 years of experience and mutual funds license required.
The predicted salary is between 52200 - 63800 $ per year.
The Company Founded 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 benefits, 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.
Key Responsibilities
- Work with the advisors in the office to manage and maintain good working relationship with our clients
- Review and prepare presentation documents for client meetings
- Manage paperwork workflow with Advisors, clients and compliance departments; including preparation of paperwork, coordination with clients for signatures, follow ups on outstanding items
- Manage abeyances and follow-ups with fund companies to confirm accuracy of transactions and resolve discrepancies
- Daily management of all investment related documentation for processing and compliance, including trade processing
- File client documentation and communication while maintaining compliance requirements
- Work with the team to ensure compliance standards are met within the office structure
Qualifications
- 3-5 years industry experience
- Completion of mutuals funds license (any designation as required through CRO: offered through IFC, CSI or CIFC)
- University degree an asset
- Proficient in Microsoft Office, with emphasis on MS Excel
- Effective verbal and written communication skills
- Excellent organizational and time management abilities
- Self-motivation with ability to problem-solve with limited supervision
- Flexibility to work in a fast-paced and dynamic environment with changing priorities
- Ability to work independently and as a team member
- Accurate data entry skills with extra attention to detail and overall accuracy
Masters Insurance Limited is an equal opportunity 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.
Account Associate in Vaughan employer: Masters Insurance
Masters Insurance is an exceptional employer that prioritizes employee well-being and professional growth, offering a competitive compensation package alongside generous health benefits and a robust retirement savings program. With a strong commitment to work-life balance through a hybrid work schedule and a vibrant work culture enriched by year-round employee events, we foster an environment where team members can thrive and contribute meaningfully to our clients and communities. Join us in a dynamic role where your contributions are valued, and you have the opportunity to learn and grow within a supportive team dedicated to excellence in the insurance industry.
