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:
...team! Make a Lasting Impact: Part-Time Pediatric Outpatient Occupational Therapist - Sheboygan... ...~ Competitive compensation ~ Health insurance options (for eligible part-time... ...coordinated care Provide parent education and home-based strategies to support continued...
...where safety 24/7 is paramount.**Ready to work for Colonial Pipeline Company?**Are you intrigued by the thought of being part of revolutionizing... ...than 50 million Americans.**About the Associate Pipeline Controller Position**Are you ready to play a critical role in ensuring...
...job duties listed below. Pay range $50,000 to $70,000 based on experience.Responsibilities* Perform work specified on the shop... ...requiring a steady hand, excellent hand-eye coordination* Mechanical and troubleshooting skills and ability to operate electronic diagnostic...
...remote work will be considered by exception.) About The Role We are hiring ambitious Technical Sourcers to drive top-of-funnel recruiting efforts across our growing company. This is a unique opportunity for ambitious growth-minded sourcers who are seeking a non-...
...accreditations: Washington State Department of Social Health Services (DSHS) Language Testing and Certification (LTC). American Translation Association (ATA) Trained or accredited through a higher education institution SECURITY REQUIREMENTS: Interpreters...