Talent.com
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

    [job_alerts.create_a_job]

    Clerk • Plano, TX, US

    [internal_linking.related_jobs]
    Financial Broker

    Financial Broker

    Nobility Financial - Relentless Team • Dallas, TX, United States
    [job_card.full_time]
    Prospecting & Lead Generation – Finding potential clients through networking, referrals, social media, and outreach.Client Needs Analysis – Meeting with clients to understand their financial goals,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard • Plano, TX, US
    [job_card.full_time]
    Join Vanguard as a Certified Financial Planner in Plano, TX.Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cert...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant

    Financial Consultant

    VeeRteq Solutions Inc. • Dallas, TX, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    MsoNoSpacing" style="text-align : start; text-indent : 0px; -webkit-text-stroke-width : 0px"> Job Title : Financial Consultant [show_more]
    [last_updated.last_updated_variable_days]
    Financial Planning Analyst

    Financial Planning Analyst

    Hunt Consolidated • Dallas, TX, United States
    [job_card.full_time]
    Hunt Energy Company (HEC) serves as a holding entity for a diverse portfolio of businesses in the Power and Utilities industry, including Hunt Energy Network, a competitive provider of energy stora...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor / Planner - Wealth Management

    Financial Advisor / Planner - Wealth Management

    American National Bank of Texas • McKinney, TX, United States
    [job_card.full_time]
    The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards. Other responsibilities include : .Meeting with clie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard Group • Dallas, TX, United States
    [job_card.full_time]
    Join Vanguard as a Certified Financial Advisor in Plano, TX.Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Submission for the position : Clinical Services Clerk

    Submission for the position : Clinical Services Clerk

    Baylor Scott & White Healthcare • Dallas, TX, United States
    [job_card.full_time]
    Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities.Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Sales Manager II Target

    Financial Sales Manager II Target

    First Citizens Bank • Dallas, TX, US
    [job_card.full_time]
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard Group, Inc. • Dallas, TX, United States
    [job_card.full_time]
    Join Vanguard as a Certified Financial Advisor in Plano, TX.Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Addison, TX, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Specialist 21

    Financial Specialist 21

    Primerica • Frisco, TX, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financia...[show_more]
    [last_updated.last_updated_30]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • McKinney, Texas, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    FC Clerk

    FC Clerk

    Cart • Dallas, TX, US
    [job_card.full_time]
    We provide the digital and physical infrastructure that empowers thousands of leading B2C, B2B and public sector organizations to unify commerce operations from product discovery to product deliver...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Solutions Advisor Registration Candidate - Greater DFW Area

    Financial Solutions Advisor Registration Candidate - Greater DFW Area

    Bank of America • McKinney, TX, United States
    [job_card.full_time]
    Financial Solutions Advisor Registration Candidate - Greater DFW Area.Cross Roads, Texas;Dallas, Texas; Dallas, Texas; McKinney, Texas. Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; D...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Sales Manager II Target

    Financial Sales Manager II Target

    First Citizens BancShares • Dallas, TX, US
    [job_card.full_time]
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Aid / Veteran Affairs Specialist

    Financial Aid / Veteran Affairs Specialist

    InsideHigherEd • Fairview, Texas, United States
    [job_card.full_time]
    Spring Creek Parkway, Plano, Texas, 75074.We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.Serv...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Teacher's Pension and Insurance Services • Dallas, TX, United States
    [job_card.full_time] +1
    Financial Advisor – K–12 Retirement Specialist (403b / 457b).Commission & Fee-Based | Full-Time or Part-Time.Join a proven system where advisors build six-figure practices serving the underserved K–1...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor II

    Financial Advisor II

    Frost Bank • Dallas, TX, United States
    [job_card.full_time]
    It's about helping others establish a financial foundation and build their dreams.Are you passionate about teaching others the basics of financial planning and making a positive difference in their...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]