What are the responsibilities and job description for the Financial Clerk position at CornerStone Staffing?
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
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