IFS Administrator: Client Service & New Business

People Corporation

Calgary

On-site

CAD 50,000 - 60,000

Full time

14 days+

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Job summary

People Corporation is seeking an IFS Administrator in Calgary, Alberta to support the Individual Financial Services division with advisor administration, client service requests, new business processing, and carrier follow-up. You will keep client and advisor files moving efficiently, ensuring accurate records and timely communication across advisors, clients, carriers, and internal teams.

The role is administrative and operational in nature, designed to reduce friction for advisors, improve

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

  • 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 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.

Skills

Excel
Docusign
Copilot

Tools

Excel
Docusign
Copilot

Job description

People Corporation is seeking an IFS Administrator in Calgary, Alberta to support the Individual Financial Services division with advisor administration, client service requests, new business processing, and carrier follow-up. You will keep client and advisor files moving efficiently, ensuring accurate records and timely communication across advisors, clients, carriers, and internal teams.

The role is administrative and operational in nature, designed to reduce friction for advisors, improve

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