About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Administrative Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position overview

Confidential Client is seeking a dependable, detail-oriented Excel Clerk / Data Management Specialist to support onboarding and operations within a financial services/brokerage environment. This temporary, onsite role is entry-level to early-career and focuses on accurate processing of new account paperwork, data entry into brokerage systems, and maintaining confidential client records. Training will be provided.

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What You’ll Do

• Review and process new account applications, ensuring required fields, signatures, and supporting documents are complete.
• Accurately enter and update client information in brokerage databases and internal systems.
• Review documentation for errors, discrepancies, or missing information and request corrections when needed.
• Perform basic identity verification in accordance with company policies and regulatory guidelines.
• Assist with routine account maintenance and client record updates.
• Communicate with internal teams and clients to obtain missing information and resolve routine issues.
• Identify and escalate complex account requests or potential compliance concerns to appropriate team members.
• Maintain organized, accurate, and confidential client records.
• Support daily operational activities and perform additional administrative tasks as needed.

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Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• 0–2 years of experience in data entry, administrative support, banking, financial services, or customer service.
• Previous brokerage, banking operations, or financial account processing experience is a plus but not required.
• Strong proficiency with Microsoft Excel, Word, and Outlook.
• Exceptional attention to detail and ability to process high volumes of information accurately.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Ability to learn new software applications and follow established procedures.
• Dependable, professional, and comfortable working in a team-oriented, onsite environment.
• Ability to handle sensitive and confidential information appropriately.

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Schedule, location & employment type

• Schedule: Monday–Friday, 8:00 AM – 5:00 PM; occasional overtime or adjusted hours as business needs require.
• Work arrangement: 100% onsite in Highland Park, TX.
• Employment type: Temporary / Contract (may be full-time hours).

Estimated pay (as displayed by source): $42,434 per year — estimated.

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Ideal candidate

The ideal candidate is reliable, organized, and takes pride in producing accurate work. They are comfortable performing repetitive, detail-oriented tasks, can maintain focus in a high-volume environment, and are eager to learn processes used for client onboarding and brokerage operations.

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Other details

• This posting is for positions supporting Confidential Client’s operations team within the Administrative Services / financial services space.
• Training will be provided; previous brokerage experience is helpful but not required.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.