CornerStone Staffing is looking for someone who can support a Internal Sales Insights Team by ensuring investment-related service cases are efficiently reviewed, processed, and resolved in ACE (Salesforce). As a core administrative partner to financial advisors, success is defined by consistent case throughput, written clarity, and accurate data entry. The company values candidates with a strong sense of duty—prior military or veteran backgrounds are highly regarded.
Data Entry Clerk
Location: Remote - MUST LIVE IN THE DALLAS/FORT WORTH AREA!
Compensation & Schedule
• $17/hour
• Mon–Fri, 30 hours/week, typically 8AM–2PM or 9AM–3PM
• Duration: 6-month assignment with possible extension
ROLE IMPACT
KEY RESPONSIBILITIES
• Manage and resolve 60–80 service cases daily through ACE(SalesForce)
• Review new cases for completeness; follow up on missing information
• Use Morningstar Advisor Workstation to generate investment reports
• Document case notes and status updates with precision
• Communicate case findings to financial advisors in written format
• Collaborate with team members to streamline workflows and improve accuracy
MINIMUM QUALIFICATIONS
• 6+ months in customer service, retail sales, or administrative support
• Experience with CRM/case management tools (ACE/Salesforce preferred)
• Strong written communication and attention to detail
• Proven critical thinking and problem-solving abilities
CORE TOOLS & SYSTEMS
• ACE (Salesforce)
• Microsoft Teams
• Morningstar Advisor Workstation
• Internal reporting and workflow systems
PREFERRED SKILLS
• Background in financial services or back-office operations
• Prior experience in high-volume data entry roles
• Veteran or military service background
REQUIREMENTS:
Soft Credit Check
Finger Printing
Background Check
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:
...provider is seeking an experienced Senior Aircraft Maintenance Technician (AMT) . This... ...licensed professional with substantial experience on Raytheon and Cessna Citation... ...Diagnose and resolve discrepancies across mechanical and avionics systems. Regulatory Compliance...
...For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:...
...approach and an unrivaled portfolio of projects to create solutions for the worlds most... ...financing to construction and asset management. Our mission-driven team seeks determined... ...Construction Management or equivalent experience preferred ~ Minimum 5 years of engineering...
...License:Airframe & Power Plant License - Required Experience Requirements Minimum 2+ years of experience in MRO environments... ...Lufthansa Technik, StandardAero, ST Engineering) Wide body Aircraft Experience Required (Example: B777, B787, B757, B767, MD11 , B...
...We are seeking a part-time Bookkeeper (approximately 20 hours per week) to own our day-to-day financial workflows. This role is ideal... ...reviews. Maintain accurate, up-to-date records in QuickBooks Online. Assist the CFO with monthly close activities and preparing...