Account Associate, Financial

Masters Insurance Limited; Vaughan; Hybrid; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation package

Generous health and dental benefits (H

Healthcare Spending Account

Robust Group Retirement Savings with 1

License and membership dues reimburse-

Continuing education and mentorship

Hybrid work schedule

Employee events

Community philanthropy programs

Exclusive employee discount program

Gym and local retailer discounts

Job summary

Masters Insurance Limited is seeking a proactive professional to work with our Financial Advisor and team, engaging clients, preparing materials, and coordinating meetings. You will handle routine inquiries, onboarding, and follow-ups, acting as a key liaison for client communications and paperwork.

The role requires mutual funds licensing, a university degree (asset), strong MS Excel/Office skills, and excellent communication and organizational abilities in a hybrid work setting.

Qualifications

• Completion of mutual funds license (via CRO: IFC, CSI or CIFC).
• University degree is an asset.
• Strong MS Excel and MS Office proficiency.
• Effective verbal and written communication skills.
• Excellent organizational and time management abilities.
• Ability to work independently and in a team.

Responsibilities

• Engage clients with communications and scheduling alongside the Financial Advisor and team.
• Prepare marketing materials and client meeting documents.
• Act as primary contact for routine inquiries and onboarding.
• Coordinate paperwork with clients, signatures, and follow-ups.
• Manage abeyances with fund companies to ensure transaction accuracy.
• Oversee daily investment documentation processing and compliance.
• Maintain client files and ensure compliance in office operations.

Skills

Mutual funds license

MS Excel

Verbal and written communication

Organizational and time management

Problem solving

Team collaboration

Detail orientation

Education

University degree

Tools

Microsoft Office

Job description

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.

Benefits

• Competitive compensation package
• Generous health and dental benefits program, including Healthcare Spending Account
• Robust Group Retirement Savings program with company matching
• Reimbursements of license fees and professional membership dues
• Full support of continuing education and growth opportunities, including career mentorship with senior management
• Hybrid work schedule that supports work-life balance
• Epic year-round employee events!
• Opportunities to give back to our communities through philanthropic programs
• Membership to an exclusive employee discount program
• Discounts to gym membership and select local retailers

Position Summary

The successful candidate for this position should be a self-starter, proactive individual who will work in conjunction with the Financial Advisor and team to actively engage our clients through communications, preparing marketing materials and meeting scheduling. They will act as primary point of contact for routine inquiries, onboarding and following up on client meetings.

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+ 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. If you require accommodation, please contact us at cclare @mastersinsurance.com.

Masters Insurance takes a fair and transparent, market-based approach to compensation. We recognize that experience and expertise can vary, and we encourage qualified candidates to apply even if their experience or compensation expectations fall outside the stated range. Final offers are determined based on qualifications, experience, skills, and internal equity to ensure consistency and fairness.