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Financial Processing Specialist

Irving, TX | TempToFT

Post Date: 08/02/2017 Job ID: 82967 Specialties: Call Center/Customer Serv Pay Rate: $20.00/hour

CornerStone is partnered with national independent RIA firm is seeking an energetic and goal-oriented Financial Processing Specialist aspiring to work with a close-knit team focused on changing how wealth management is done in this country.

Job Title: Financial Processing Specialist

Pay: Based on experience

Temp to hire - after 90 days will be converted!

Location: North Irving, Texas

Job Description

Filling out financial application to invest the client in the different portfolios that they manage. HEAVY paperwork, data entry and back office position.


  • MUST HAVE RIA Ops or B/D Ops experience, preferably 1-3 years and must have experience within financial management industry to be considered

  • Seeking a career working in a back office, clerical environment

  • MUST be very detailed oriented and a problem solver/ analytical

  • Must be accurate with data entry and ability to type 45-50 wpm minimum

  • Ability to switch gears from high to low and handle pressure with ease

  • Hard working!

  • Entry level recent college graduated with a degree in Business or Finance or 1-2 years of back office/clerical experience

Career Path:

Can move to a Level 2 & 3 Processing Rep, potential become an Advisor, or possible a Junior Administrative Assistant or Relationship Manager! The opportunities are endless with this growing firm!

Benefits when hired on:

  • The company gave all employees Fitbits!

  • Great environment!

  • Weekly employee breakfasts

  • Monthly employee lunches

  • Annual companywide summer outings

  • Birthday recognition and gift

  • Generous paid time off

  • Annual volunteer day and floating holiday

  • Company-sponsored reimbursement for ongoing education and professional development

  • HRA, HSA and FSA offerings

  • Schwab 401(k)

Please send your resume to if you are interested and put "Financial Processing"

To Apply for this Job:

Click the Apply Online button at the top of this page, then:

  • If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.

  • If your are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.

After completing the Online Application, come to the Las Colinas office to interview with a recruiter Monday - Thursday at 9am:

CornerStone Staffing Las Colinas

5525 N. MacArthur Blvd, #155

Irving, TX 75038.

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