Office Data Clerk

About finally

Finally is one of America’s fastest-growing fintech companies, revolutionizing financial automation for SMBs. Our cutting-edge platform integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, powered by AI to simplify financial operations and help businesses focus on what matters most—growth.

Backed by $200M in 2024 funding, we’re headquartered in sunny South Florida, home to a thriving team of over 200 across three offices. As the official corporate card of the Panthers, Heat, and small business expense management for the Bulls, we’re making waves in fintech and looking for ambitious talent to join us on this journey.

We seek a dedicated professional to support our industry-leading services as a skilled office data clerk. The ideal candidate will have strong attention to detail, organizational skills, and the ability to thrive in a fast-changing environment.

Responsibilities

• Providing user access to applications and platforms.

• Creating new user accounts.

• Updating access permissions, and offering read-only access to clients.

• Collecting, filing, and organizing office documents.

• Managing digital document filings and emails.

• Handling confidential records.

• Maintaining communication with team members and clients.

Qualifications 

• Prior experience in sales and/or in customer service is a plus, but not required.

• Strong interpersonal and communication skills with the ability to build rapport quickly.

• Self-motivated with a strong work ethic and the ability to thrive in a fast-paced, dynamic environment.

• Proficient with data processing software, such as Microsoft Office or Microsoft Excel and online forms.

• A persuasive and persistent demeanor, with the ability to handle objections and maintain a positive attitude.

• Ability to maintain confidentiality of company/client information

• Ability to work under pressure in a deadline-driven, team-oriented environment

• Proven ability to provide direct, proactive, and prompt response to customer issues, and resolutions

• Strong verbal and written communication skills, 

• Ability to adapt to different customer personalities and situations during outreach.

• Ability to work collaboratively within a team-oriented environment.

• Strong organizational and time management skills to efficiently handle multiple tasks and priorities.

Benefits

• Health insurance

• Dental insurance

• Employee stock purchase plan

• Paid time off

• Paid training

• Vision insurance