- Process client service requests and prepare documentation, correspondence, and follow-up communications
- Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain current client records
- Prepare, review, and submit new business applications
- Monitor applications through underwriting and approval, following up on outstanding requirements
- Provide advisors with updates on applications, service requests, and file status
- Support advisor operations through meeting preparation, onboarding administration, and documentation coordination
- Maintain organized electronic records compliant with privacy, regulatory, and internal standards
- Support reporting, data tracking, and process improvement initiatives

Requirements

- 2+ years of administrative experience in insurance, wealth management, financial services, or perks
- Experience in Individual Insurance is a must
- Strong working knowledge of Excel, DocuSign, and Copilot
- Strong attention to detail
- Ability to maintain accurate, complete,



and organized files

Core Competencies

Demonstrates expertise in processing client service requests and maintaining organized electronic records in compliance with privacy and regulatory standards. Proficient in coordinating with clients and internal stakeholders to support advisor operations and improve processes.

Highest-signal resume keywords

- Individual Insurance Experience
- Administrative Experience
- Excel Proficiency
- DocuSign Knowledge
- Attention To Detail

ATS Optimization Keywords

Hard Skills

- Client Service Processing
- Documentation Preparation
- Application Monitoring
- Data Tracking
- Process Improvement

Soft Skills

- Organizational Skills
- Communication Skills

Industry Keywords

- Insurance
- Wealth Management
- Financial Services
- Benefits

Tools & Technologies

- Excel
- DocuSign
- Copilot

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📌 IFS Administrator (Toronto)
🏢 Jobtailor
📍 Toronto