Transaction Support Specialist

We're seeking detail-oriented professionals with backgrounds in legal support, compliance, corporate records, contract administration, or financial operations. This role is ideal for individuals who excel at reviewing documentation, managing sensitive information, and supporting high-volume transactional processes with precision and accuracy.

LOCATION

Plano, TX | Onsite

COMPENSATION & SCHEDULE

• $24.00/hour

• Monday – Friday, 8:30 AM to 5:30 PM

• W2

ROLE IMPACT

Join a growing financial services organization supporting equity transactions and corporate ownership records for public and private companies. This role is ideal for candidates with a legal background who enjoy working with detailed documentation, compliance-related processes, and transaction management.

You will play a critical role in reviewing, processing, and maintaining legal and ownership records while collaborating with clients and internal teams to ensure accuracy and regulatory compliance.

Key Responsibilities

• Review and process stock transactions and equity-related documentation
• Maintain accurate corporate ownership records and transaction files
• Verify legal and supporting documentation for completeness and accuracy
• Support compliance, audit, and record-retention requirements
• Research and resolve documentation discrepancies
• Communicate with clients, attorneys, and internal stakeholders regarding transaction requirements
• Assist with account administration and reporting activities
• Manage time-sensitive transactions while maintaining a high level of accuracy

Minimum Qualifications

• Bachelor's degree preferred
• Paralegal Certificate, Legal Studies degree, or equivalent legal experience strongly preferred
• 1–3 years of experience as a Paralegal, Legal Assistant, Legal Operations Specialist, Contract Administrator, or similar role
• Strong document review and organizational skills
• Excellent written and verbal communication skills
• Ability to manage confidential information with professionalism
• High attention to detail and accuracy

Core Tools & Systems

• Microsoft Excel
• Microsoft Outlook
• Document Management Systems
• Legal Case Management or Records Management Software
• CRM Platforms
• Data Entry and Reporting Systems

PREFERRED SKILLS

• Paralegal experience in corporate, securities, transactional, or business law
• Experience reviewing legal documents, contracts, corporate records, or ownership documentation
• Familiarity with stock transfers, equity administration, corporate governance, or securities-related processes
• Experience supporting attorneys, legal departments, financial institutions, transfer agents, or compliance teams

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