03 Aug
|
840 IFS
|
Calgary
Become an IFS Administrator at People Corporation and empower advisors while enhancing client service experiences. This administrative role ensures a smooth flow from client queries to resolutions, focusing on recent business and compliance processes.
In the Individual Financial Services division, you will manage advisor operations by processing client service requests and new business applications. Your focus on maintaining organized records and timely communication with all parties ensures frictionless service delivery. Your contributions will have a direct impact on the overall efficiency of operations and client satisfaction.
Key Responsibilities:
• Manage client service requests with exact documentation
• Submit and review current business applications for compliance
• Support advisors with consistent updates on application status
• Ensure documentation aligns with privacy and internal standards
• Enhance operational processes through data tracking initiatives
Requirements:
• 2+ years of administration experience in financial services
• Expertise in Individual Insurance required
• Strong familiarity with Excel, DocuSign, and Copilot
• Excellent attention to detail and organizational ability
• Proficiency in maintaining client records accurately
Support the operational needs of our advisors and clients in the IFS Administrator role at People Corporation.
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📌 Ifs Administrator At People Corporation Calgary
🏢 840 IFS
📍 Calgary