Processing Clerks | 20 Openings!

Processing Clerks - 20 Openings
Coppell, TX (75019) | Onsite

REQUIRED QUALIFICATIONS

• High school diploma
• 1–2 years of experience in administrative or transaction-based processing
• Strong attention to detail and ability to manage repetitive tasks
• Proficiency in Microsoft Office, with focus on Excel

PREFERRED SKILLS
• Service-oriented with strong listening and client support mindset
• Coachable and quick to adapt to new tools or processes
• Clear written and verbal communication skills

COMPENSATION & SCHEDULE

• $22/hr

• Schedule: 8-hour shifts between 7AM–7PM, Monday–Friday (flexibility required; possible OT)

  • Full time

  • Possible Temp to Hire

  • W2

• Start Date: ASAP

• Job ID: 151406

ROLE IMPACT

• Play a key role in setting up and maintaining client accounts across brokerage, advisory, and annuity products

• Success in this role is defined by accuracy, speed, and compliance in transaction handling, directly impacting client satisfaction and operational scalability

KEY RESPONSIBILITIES
• Accurately process account setup, data entry, and financial transactions
• Verify and route client documentation for correctness and compliance
• Manage internal case records using CRM and workflow tools
• Execute transfer and disbursement requests for multiple investment products
• Coordinate account changes across departments while following established processes

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

To Apply For This Job:

www.cornerstonestaffing.com

Select Arlington Office

Click the Apply Online Button

• If you are currently registered with CornerStone Staffing, click the Log In button to add yourself as a candidate to this job.

• If you are NOT currently registered with CornerStone Staffing, click the Create Account button to complete the application.

After completing the online application, for immediate consideration, you will need to email your resume to jamies@cornerstonestaffing.com to schedule a phone interview.

LEGAL NOTICE
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