IFS Administrator

People Corporation; Calgary; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Group benefits plan

Retirement savings plan

Accessibility initiatives

Job summary

People Corporation seeks an IFS Administrator in Calgary to manage advisor administration, client service requests, and new business processing. The role emphasizes accurate records, timely communication with advisors, clients, carriers, and internal teams, and reducing friction for advisors.

Responsibilities include processing client requests, preparing documentation, onboarding administration, and maintaining privacy-compliant records.

Qualifications

• 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

• Client Service Administration: Process client service requests and prepare accurate documentation, correspondence, and follow‑up communications.
• New Business Processing: Prepare, review, and submit new business applications, ensuring all documentation is complete and compliant.
• Advisor Administration Support: Provide updates on applications, service requests, and file status; coordinate documentation for onboarding.
• Operations, Compliance, and Recordkeeping: Maintain organized electronic records and support reporting and process improvement.

Skills

Attention to detail

Organizational skills

Communication

Tools

Excel

Docusign

Copilot

Job description

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.

Key Responsibilities

• Client Service Administration 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.
• New Business Processing 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.
• Advisor Administration Support 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.
• Operations, Compliance, and Recordkeeping 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.

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.

We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to.

We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

Salary Range The base salary for this position is between $50,000 - 60,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan.

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to.

For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.