Estate Processing Associate

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.

The Estate Processing Specialist plays a crucial role in ensuring the efficient operation of the cashiering department within a financial institution. This individual is responsible for processing various financial transactions, maintaining communication with clients and advisors, and collaborating with internal departments.

This role is based in our Clearwater, FL or Westlake, Texas office. In-person attendance is expected 5 days per week during the first 6 months, and at least 3 days per week thereafter.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

What you’ll do

• Transaction Processing: Accurately and efficiently process estate disbursements from initial notification to final distribution.
• Record Keeping: Maintain a comprehensive database of ongoing estate claims, including client communications, received paperwork, and back-office interactions.
• Client Interaction: Provide exceptional customer service by interacting with advisors, their staff, and clients through phone, email, proprietary software, and mail to address inquiries.
• Clearing Firm Liaison: Ensure seamless transaction processing and issue resolution by maintaining regular communication and coordination with the clearing firm.
• Internal Collaboration: Work effectively with internal departments such as compliance, accounting, and operations to streamline processes and resolve issues.
• Company Initiatives: Participate in various company initiatives, including software rollouts and testing, to contribute to departmental and organizational improvements.

What you bring

• Financial Industry Knowledge: Basic understanding of financial markets and the securities industry to effectively process transactions and address client inquiries.
• Organizational Skills: Ability to manage multiple demands, prioritize tasks, and meet deadlines in a fast-paced environment.
• Data Entry and Writing Skills: Proficiency in data entry with excellent written communication skills for accurate documentation and client correspondence.
• Professional Communication: Maintain a professional demeanor in oral and written communication with clients, advisors, and colleagues.
• Confidentiality: Handle sensitive financial information with discretion and maintain confidentiality.
• Regulatory Knowledge: Familiarity with financial rules and regulations, particularly those related to IRAs, to ensure compliance in transaction processing.
• Back-Office Experience: Prior experience in back-office operations, preferably in the financial or banking industry, to understand the intricacies of transaction processing.
• Software Proficiency: Comprehensive knowledge of Microsoft Office Products to effectively perform data analysis, reporting, and documentation tasks.
• Education: Bachelor’s degree, preferably with a solid foundation in finance, economics, or a related field.
• Experience: Minimum of 2 years of customer service experience and previous experience in estate processing.
• Certifications: FINRA SIE preferred.
• Skills: Ability to work independently, manage multiple tasks simultaneously, and maintain attention to detail and accuracy in record keeping.

What we offer

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.