Financial Assistant

Canada / Full-Time Role

About the Role

We are seeking a highly organized and detail-oriented financial assistant to join our finance team. Knowledge of general accounting and bookkeeping practices, as well as a strong work ethic, are required. You will assist with the day-to-day task in our finance department and play an integral role in maintaining account information.



  • Manage data, records, and reports by checking for errors and verifying accuracy of information.

  • Assist in preparation of financial statements and reports.

  • Update and maintain financial records.

  • Prepare spreadsheets for data entry, including sales & cost analysis, accounting information, etc.

  • Prepare reconciliations between financial system and internal [portal / CRM ] reports.

  • Assist in allocation of customer receipts onto customer ledgers.

  • Assist in the reflection of supplier invoices onto financial system.

  • Take direction from and report to the financial controller.

  • Independently prioritize daily tasks and responsibilities.

  • Provide stellar customer service to our clients and be informed on all company policy and practices (including data privacy).

  • Assist with audits as necessary.

  • Adhere to current accounting/finance laws and regulations.

  • Work to company standards.

Skills & Qualifications

  • Minimum of 5 years of professional liability underwriting, or at least 3 years of direct cyber insurance underwriting experience.

  • Aptitude to attract and retain profitable business.

  • Knowledge of cyber underwriting and pricing strategies.

  • Sales and marketing skills; must be able to demonstrate successful broker management, including building, maintaining and managing producer and brokerage relationships.

  • Experienced in building and leading teams.

  • Proven ability to successfully negotiate on all levels.

  • Strong track record of service orientation and teamwork.

  • University degree or equivalent work experience.

  • Experience working within a delegated underwriting framework is an asset.

Our Commitment

BOXX provides opportunities for people who come from all paths. Our team represents a variety of backgrounds, perspectives, and skills. BOXX is a place where everyone has the opportunity succeed. So, however you identify yourself and whatever background you bring, please apply if this is a role that would make you excited to come into work every day.


BOXX embraces a hybrid work environment with a flexible policy that empowers our employees to decide what is best for their own health and wellbeing. We’re committed to continuing this environment into the future.

* This position is 100% remote anywhere in the United States!

About BOXX Insurance

BOXX is a leading Canadian Insurtech and is recognized internationally. In 2021, BOXX was voted as one of the top 25 Insurtech’s in the Americas. In 2020, BOXX was selected for Lloyd’s of London’s highly respected Innovation Lab and selected to participate in the respected Canadian Trade Commission accelerator for top 5 Canadian selected fintechs. The Monetary Authority of Singapore selected BOXX as one of top 20 fintechs from across the world chosen to participate in their 2018 Global Hackathon program.

We’re waiting to hear from you

If you have what it takes to join our growing team, get in touch.