Financial Data Entry Clerk

Step into a finance opportunity with a rapidly expanding organization that plays a key role in equity deals spanning public and private markets. We’re looking for new finance or accounting graduates who want real transaction exposure from day one, a steep learning curve, and a clear runway for quick advancement. Financial Clerk Location Plano, TX | Onsite Compensation & Schedule • $24.00–$26.00/hour (BOE) • Monday – Friday, 9:00am to 5:00pm • W2 • Start date: ASAP ROLE IMPACT We’re representing a rapidly growing financial services organization that operates at the center of public and private equity activity. This entry-level opening is a strong match for new finance or accounting graduates who want direct transaction involvement, senior-level exposure, and a clear path to advancement. You’ll partner with a tight-knit, quality-focused team to support the smooth, on-time handling of financial instruments, where attention to detail, proactive follow-through, and collaboration are essential. KEY RESPONSIBILITIES • Issue, record, and process stock transactions and related financial instruments • Maintain organized documentation and accurate data entry across active portfolios • Support client account management and internal reporting functions • Collaborate with internal departments to meet time-sensitive deadlines • Communicate effectively with clients and stakeholders via phone and email MINIMUM QUALIFICATIONS • Bachelor’s degree in Finance, Accounting, or related field (recent grads encouraged) • Proficiency with Excel and general computer applications • Clear written and verbal communication skills • Detail-oriented, well-organized, and proactive team player CORE TOOLS & SYSTEMS • Microsoft Excel • Document Management Software • CRM or Portfolio Management Tools (training provided) • Email and Scheduling Platforms (e.g., Outlook) • Data Entry and Reporting Systems PREFERRED SKILLS • Mandarin fluency or bilingual communication skills • Prior internship or academic experience in finance/accounting • Familiarity with public/private equity processes By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy