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Operations Processing Specialist I
Location Irving, TX | Onsite

COMPENSATION & SCHEDULE
$18.00/hour
8-hour shifts between 7:00 AM 7:00 PM, Monday Friday (flexibility required; possible OT)
W2 employment
Immediate start

ROLE IMPACT
This entry-level role plays a critical part in establishing and maintaining client financial accounts across a variety of investment products. As a key operations team member, you ll ensure the accurate processing of client data and transfers, directly supporting business growth and client satisfaction in a fast-paced financial services environment.

KEY RESPONSIBILITIES
Learn and perform data entry, account setup, and transaction processing
Review incoming documentation for accuracy and routing
Assist with internal case tracking in the client relationship system
Process transfers and disbursements for brokerage, advisory, and annuity accounts
Support account changes and workflow adherence across departments

MINIMUM QUALIFICATIONS
High school diploma
0 2 years of experience with transaction processing or administrative tasks
Strong attention to detail and ability to manage repetitive workflows
Proficiency in Microsoft Office, especially Excel

CORE TOOLS & SYSTEMS
Microsoft Excel
Microsoft Outlook
Internal CRM system
Document routing tools
Data entry applications

PREFERRED SKILLS
Service orientation with strong active listening and client support mindset
Coachable, adaptable, and eager to learn new processes
Strong written and verbal comprehension skills

LEGAL NOTICE
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