Office Data Clerk
About finally
finally is one of America’s fastest-growing and most exciting fintech companies, focused on being the premier financial automation platform for SMBs. Our innovative product suite integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, all harmonized through cutting-edge artificial intelligence to aid Small to Medium-sized businesses. Finally aims to declutter financial operations, providing businesses with a seamless financial journey, allowing them to focus on what truly matters – their growth.
We’re headquartered in sunny South Florida and we raised $200 million dollars just in 2024 to bolster our growth, to innovate, and to continue to serve our customers. Our company has more than 250 individuals today across 3 offices. We’re proud to serve as the official corporate card and spend management platform for iconic sports franchises like the Florida Panthers, Miami Heat, and Chicago Bulls.
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