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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

Average salary estimate

$45000 / YEARLY (est.)
min
max
$40000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Office Data Clerk, Finally

Finally, a leading contender in the fintech space, is on the lookout for an enthusiastic Office Data Clerk to join our dynamic team in Boca Raton. As we continue to revolutionize financial automation for small and medium-sized businesses, this role is pivotal in supporting our high-quality services. The Office Data Clerk will play a crucial part in managing user access to our various applications and platforms, ensuring that new accounts are created seamlessly and permissions are updated swiftly. You'll be the glue that keeps our office running smoothly, organizing important documents both digitally and physically while maintaining the confidentiality of sensitive information. If you thrive in a fast-paced environment and possess strong organizational skills, this might be the perfect fit for you! You’ll collaborate closely with both team members and clients, contributing to the ongoing success of Finally as we build an ecosystem that simplifies financial operations. We value self-motivated individuals who can juggle multiple tasks while maintaining attention to detail. At Finally, your contributions matter, and you’ll find yourself in an environment that promotes unity and growth. With competitive benefits, from health and dental insurance to a strong employee stock purchase plan, there’s no better time to join a thriving company in sunny South Florida. Dive into the exciting world of fintech with Finally!

Frequently Asked Questions (FAQs) for Office Data Clerk Role at Finally
What are the responsibilities of an Office Data Clerk at Finally?

The Office Data Clerk at Finally is responsible for managing user access to various company applications, creating new user accounts, updating permissions, and ensuring that all documentation is organized and filed correctly. This role also involves handling confidential records and maintaining consistent communication with team members and clients to ensure a seamless workflow.

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What qualifications are needed for the Office Data Clerk position at Finally?

While prior experience in sales or customer service is advantageous, it's not a prerequisite for the Office Data Clerk position at Finally. The ideal candidate should possess strong communication skills, organization, and a self-motivated attitude. Additionally, proficiency with data processing software such as Microsoft Office is crucial in order to efficiently manage daily tasks.

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What skills can help me succeed as an Office Data Clerk at Finally?

To excel as an Office Data Clerk at Finally, candidates should have strong organizational skills, the ability to adapt to changing environments, and excellent verbal and written communication skills. Being proactive in addressing customer issues, alongside strong time management abilities, is key for this role in our fast-paced setting.

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Is experience in customer service necessary for the Office Data Clerk role at Finally?

Experience in customer service is not strictly necessary for the Office Data Clerk position at Finally; however, it is a plus. Having a background in customer service can help in developing the strong interpersonal skills needed to build rapport with team members and clients, which is beneficial in this collaborative role.

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What are the benefits of working as an Office Data Clerk at Finally?

Being an Office Data Clerk at Finally comes with a competitive benefits package which includes health and dental insurance, paid time off, vision insurance, and an employee stock purchase plan. This ensures that you are well taken care of as you contribute to our innovative fintech solutions.

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Common Interview Questions for Office Data Clerk
Can you describe your experience with data processing software as an Office Data Clerk?

When answering this question, highlight your familiarity with software like Microsoft Excel or Office. Discuss specific tasks you have accomplished using these tools, such as data entry, managing spreadsheets, or organizing files. Show how your skills in these areas can directly benefit the Office Data Clerk role at Finally.

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How do you prioritize tasks when faced with multiple deadlines?

Employ an example of a previous experience where you successfully managed several responsibilities simultaneously. Emphasize your ability to stay organized, perhaps by using project management tools or lists, and discuss how you determine the priority of tasks to ensure everything is completed efficiently.

Join Rise to see the full answer
What strategies do you use to maintain confidentiality in your work?

Detail your understanding of the importance of confidentiality in handling sensitive information, especially regarding financial data. Mention specific practices you use, such as secure storage methods, limited access to documents, and adherence to privacy policies, demonstrating that you respect and uphold confidentiality.

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How do you handle difficult or challenging interactions with clients?

When addressing challenging interactions, describe a specific situation where you successfully resolved a conflict. Discuss your approach, which may involve active listening, empathy, and communication skills, emphasizing that your goal is to understand the client's issues and provide effective solutions.

Join Rise to see the full answer
Can you provide an example of a time you worked as part of a team?

Use this opportunity to share a collaborative project that illustrates strong team dynamics. Discuss your role within the team, the outcome of the project, and the skills you utilized, such as communication or problem-solving, highlighting your ability to work effectively in a team at Finally.

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What steps do you take to ensure accuracy in your work?

Employ specific examples of how you double-check your work or use software tools to minimize errors. Discuss any processes or habits that help you stay focused and attentive to detail, demonstrating your commitment to accuracy as an Office Data Clerk at Finally.

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How do you adapt to fast-paced, changing environments?

Share examples of how you've successfully adjusted to changes in previous roles—whether through learning new software quickly, managing unexpected tasks, or shifting priorities. Emphasize your flexibility and willingness to embrace change as a key trait for the Office Data Clerk position.

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What motivates you to work in the fintech industry?

Articulate your passion for technology and finance, discussing how the fintech industry’s impact on SMBs resonates with you. Share specific aspects of Finally’s mission that excite you and align with your career goals, demonstrating genuine interest in being part of the team.

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How do you ensure clear communication with teammates and clients?

Elaborate on your preferred communication methods, whether it be email updates, team meetings, or instant messaging tools. Provide examples of how clear communication has helped you achieve goals in previous jobs, illustrating your commitment to transparent and effective dialogue.

Join Rise to see the full answer
What would you do if you encounter a tech issue while performing your duties?

Discuss your problem-solving strategy when faced with tech issues. Emphasize your ability to remain calm, troubleshoot methods, and seek assistance if necessary. Depict your resourcefulness and willingness to learn more about technology as essential traits for handling technical challenges as an Office Data Clerk.

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Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Take Risks
Casual Dress Code
Fast-Paced
Growth & Learning
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Paid Time-Off
Maternity Leave

Finally is the easiest way for businesses to manage their bookkeeping, accounting & finance. Learn more today.

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Full-time, on-site
DATE POSTED
March 18, 2025

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