Phoenix Financial Partners ยท 9 hours ago
Financial Assistant
United States
Full-time
Remote
New Grad, Entry LevelPhoenix Financial Partners is an independent, fintech-driven financial services firm collaborating with top-rated carriers across the U.S. to deliver tailored solutions. The Financial Assistant will support daily operations, manage invoicing, and assist with financial reporting and compliance.
Financial Services
Responsibilities
Provide support in daily operations
Managing invoicing
Assisting with financial reporting and analysis
Providing administrative support for accounting tasks
Communication with clients and internal teams
Assisting in the preparation of financial records
Maintaining compliance with industry regulations
Qualification
Required
An Associate's or Bachelor's degree in Finance, Accounting, Business Administration, or a related field
Strong analytical and problem-solving skills focused on financial data and operations
Proficiency in invoicing, financial record-keeping, and general finance tasks
Knowledge of accounting principles and the ability to perform accounting-related tasks
Excellent communication and interpersonal skills for effective collaboration with clients and team members
High attention to detail, strong time management, and organizational abilities
Previous experience in a financial or administrative role
Preferred
Familiarity with financial analysis tools and software
Company
Phoenix Financial Partners
As independent, fintech-driven financial services brokers, we partner with top-rated carriers across the U.S.
Founded in 2018Denver, CO, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase