What are the responsibilities and job description for the Finance Support Specialist position at CornerStone Staffing?
Finance Support Specialist
Location Plano, TX | Onsite
COMPENSATION & SCHEDULE
• $24.00
• Monday – Friday, 8:30am to 5:30pm
• W2
• Start date: ASAP
ROLE IMPACT
Join a dynamic financial services firm supporting equity transactions across both public and private markets. In this role, you will ensure accurate and timely processing of financial instruments, maintain detailed records, and support client account management. This position offers an excellent opportunity to build a strong foundation in financial operations within a collaborative and fast-paced environment.
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; if no degree, 2–3 years of relevant experience in finance-related roles such as accounting, financial operations, or transaction processing required
• 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
• Prior internship or professional 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
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