IFS Administrator

People Corporation • Calgary, AB

2d • CA$50,000 - CA$60,000

About The Position

The IFS Administrator supports the Individual Financial Services division by managing day-to-day advisor administration, client service requests, new business processing, and carrier follow-up. This role is responsible for keeping client and advisor files moving efficiently from request or application through completion, while maintaining accurate records, clean documentation, and timely communication with advisors, clients, carriers, and internal teams.
The role is administrative and operational in nature. It is designed to reduce friction for advisors, improve client responsiveness, and ensure that service requests, new business submissions, contracting requirements, and follow-up items are handled accurately and without unnecessary delay.

Requirements

• 2+ years of administrative experience in insurance, wealth management, financial services, benefits.
• Experience in Individual Insurance is a must.
• Strong Working knowledge of Excel and Docusign, and Copilot
• Strong attention to detail and ability to maintain accurate, complete, and organized files.

Responsibilities

• Process client service requests and prepare accurate documentation, correspondence, and follow-up communications.
• Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain up-to-date client records.
• Prepare, review, and submit new business applications, ensuring all documentation is complete and compliant.
• Monitor applications throughout the underwriting and approval process, following up on outstanding requirements to ensure timely completion.
• Serve as a key administrative resource for advisors by providing updates on applications, service requests, and file status.
• Support advisor operations through meeting preparation, onboarding administration, and coordination of required documentation.
• Maintain organized electronic records and ensure documentation complies with privacy, regulatory, and internal standards.
• Support reporting, data tracking, and process improvement initiatives to enhance operational efficiency and service quality.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed