Administrative Support & Forms Processing Associate

Infinity Wealth Solutions Inc. is looking for a highly organized, detail-oriented individual who can accurately complete forms and administrative documents with minimal errors. The ideal candidate must be comfortable reading instructions carefully, following checklists and procedures, and ensuring every document is complete and accurate before submission.

Approximately 90% of this role involves form completion and processing, follow-ups, email communication, and coordination with clients, insurance companies, MGAs, and other service providers. This is the primary responsibility of the position, so strong attention to detail, organization, accuracy, and consistent follow-up are essential.

Key Responsibilities

- Accurately complete and review insurance, investment and client onboarding forms
- Ensure forms are complete, accurate, and submitted without errors
- Review instructions, disclosures, and document requirements carefully
- Organize and maintain client files and supporting documents
- Track missing information, outstanding documents, and follow-ups
- Communicate professionally with clients by phone, email, and in person
- Contact insurance companies, MGAs, and back offices when clarification or corrections are required
- Maintain organized electronic and physical records
- Meet deadlines and follow assigned tasks through to completion

Qualifications





- Diploma, Advanced Diploma, bachelor’s degree, or currently enrolled in a college or university program
- Strong knowledge of Microsoft Word and Excel
- Comfortable using Adobe Acrobat/PDF documents, email, and basic computer applications
- Strong written and verbal communication skills
- Excellent attention to detail and accuracy
- Strong organizational and time-management skills
- Ability to follow instructions, procedures, and checklists
- Quick learner with a willingness to learn and adapt
- Honest, ethical, responsible, and qualified
- Interested in a stable, long-term career opportunity

Before Applying

Please confirm that you

- Are available for a full-time, Monday to Friday, office-based position, with occasional alternate Saturdays
- Live within approximately 20 minutes' driving distance of our office
- Are legally permitted to work in Canada
- Have basic computer, email, Word, Excel, and document-handling skills
- Are organized and able to complete forms accurately
- Have good communication skills and a professional attitude
- Understand that shortlisted candidates may be asked to complete a paid trial
- Confirm that all information provided in your resume and application is accurate

Job Types: Full-time, Permanent Pay: $18.00-$20.00 per hour

Work Location: In person

📌 Administrative Assistant (Mississauga)
🏢 Infinity Wealth Solutions
📍 Mississauga