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About the role

  • IFS Administrator supporting individual insurance advisors, client service, and new business processing. Maintaining compliant records and coordinating applications with clients, carriers, and internal teams.

Responsibilities

  • 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 benefits
  • 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

Benefits

  • Competitive salaries
  • Comprehensive group benefits plan
  • Generous retirement savings plan
  • Inclusive and accessible work environment
  • Accommodation or alternative posting format upon request

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$50,000 - CA$60,000 per year

Degree requirement

No Education Requirement

Location requirements

HybridTorontoCanada

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