Account Associate, Financial

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.
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