Finance Support Specialist

Job Description

Job Description

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

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Company Description

CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.

CornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!

Company Description

CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.\r\n\r\nCornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!