Join People Corporation as an Administrative IFS Specialist and streamline client service for the Individual Financial Services division. This is an essential role aimed at improving operational efficiency and advisor support through exact administrative functions.
As an IFS Administrator, your primary focus will be on processing service requests, managing new business documentation, and serving as a key resource for advisors. You will uphold compliance through accurate record-keeping and timely follow-ups, ensuring all client and advisor interactions are managed professionally and effectively. This role is pivotal in enhancing responsiveness and service quality.
Key Responsibilities:
• Process and document client service inquiries promptly
• Prepare and monitor new business applications for compliance
• Provide detailed updates to advisors regarding service requests
• Maintain privacy-compliant documentation and records
• Support continuous improvement in operations through reporting
Requirements:
• Over 2 years of relevant administrative experience
• Must have a strong background in Individual Insurance
• Proficiency in Excel, DocuSign, and Copilot applications
• High attention to detail and organizational skills required
• Experience in maintaining accurate and complete files
Drive operational excellence and enhance client support in your new role at People Corporation.
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