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Financial Clerk
Financial ClerkCornerStone Staffing • Plano, TX, US
Financial Clerk

Financial Clerk

CornerStone Staffing • Plano, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Clerk

Location Plano, TX | Onsite

Compensation & Schedule

  • $24.00–$26.00 / hour (BOE)
  • Monday–Friday, 9 : 00am–5 : 00pm
  • W2
  • Start date : ASAP

ROLE IMPACT

This role supports a rapidly growing financial services operation focused on processing equity-related transactions across public and private markets. Ideal for early-career finance or accounting professionals, you’ll contribute to accurate recordkeeping and operational continuity. Success in this role means maintaining precision under deadlines while supporting cross-functional teams that depend on reliable transaction data.

KEY RESPONSIBILITIES

  • Process, verify, and reconcile stock transactions and related financial records
  • Maintain organized electronic files and ensure data accuracy within active portfolios
  • Assist with client account updates, reporting tasks, and workflow coordination
  • Partner with internal teams to meet strict processing timelines
  • Provide phone and email support to clients and internal stakeholders

    • MINIMUM QUALIFICATIONS

  • Bachelor’s degree in Finance, Accounting, or a related discipline
  • Strong proficiency in Excel and standard office software
  • Clear written and verbal communication abilities
  • Strong attention to detail and ability to work independently or within a team

    • CORE TOOLS & SYSTEMS

  • Microsoft Excel
  • Document Management Platforms
  • CRM or Portfolio Management Systems (training provided)
  • Outlook or comparable email / scheduling tools
  • Data Entry and Reporting Utilities

    • PREFERRED SKILLS

  • Mandarin fluency or additional language capabilities
  • Internship or project-based experience in finance or accounting
  • Exposure to equity operations or investment 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

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    Clerk • Plano, TX, US

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