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Operations Processing Specialist I

Operations Processing Specialist I

CornerStone StaffingCoppell, TX, US
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Job Description

Job Description

Launch Your Career in Finance — Join a Team That Values Precision and Growth!

Operations Processing Specialist I

Location Coppell, TX | Onsite

COMPENSATION & SCHEDULE

  • $22.00 / hour
  • 8-hour shifts between 7 : 00 AM–7 : 00 PM, Monday–Friday (flexibility required; possible OT)

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
  • 1–2 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

    • PRE-EMPLOYMENT REQUIREMENTS

  • Background check, credit check, fingerprinting, and education / employment verification required

    • 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

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    Processing Specialist • Coppell, TX, US

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