CrawlJobs Logo

Estate Processing Associate

robinhood.com Logo

Robinhood

Location Icon

Location:
United States , Clearwater

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

19.60 - 24.00 USD / Hour

Job Description:

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. 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.

Job Responsibility:

  • 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

Requirements:

  • Financial Industry Knowledge: Basic understanding of financial markets and the securities industry
  • 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
  • Professional Communication: Maintain a professional demeanor in oral and written communication
  • Confidentiality: Handle sensitive financial information with discretion
  • Regulatory Knowledge: Familiarity with financial rules and regulations, particularly those related to IRAs
  • Back-Office Experience: Prior experience in back-office operations, preferably in the financial or banking industry
  • Software Proficiency: Comprehensive knowledge of Microsoft Office Products
  • 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:
  • Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
  • 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

Additional Information:

Job Posted:
December 11, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Estate Processing Associate

Associate Attorney

We are looking for an Associate Attorney to join our team based in Los Gatos, Ca...
Location
Location
United States , Los Gatos
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrated experience with Case Management Software
  • Ability to efficiently use Legal Software
  • Skilled in using LexisNexis
  • Familiarity with Management Systems
  • Strong briefing abilities
  • Knowledge and experience in Civil Litigation
  • Excellent Documentation abilities
Job Responsibility
Job Responsibility
  • Handle civil litigation cases and manage related documentation
  • Utilize legal software such as 3M, LexisNexis, and Case Management Software for efficient case handling
  • Administer claims and manage complaints with a high level of professionalism
  • Draft and prepare legal briefings to support litigation processes
  • Practice real estate law within the context of homeowners associations
  • Meet annual billable hours targets to ensure the firm's productivity
  • Continually update and maintain the management system for optimal organizational efficiency
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Property Maintenance Associate

We're looking for a proactive and organized Property Maintenance Associate to jo...
Location
Location
United States , Boston
Salary
Salary:
Not provided
groma.com Logo
Groma (MA)
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1+ years of experience in customer service or hospitality position, experience in the real estate industry a plus!
  • Strong computer and Excel skills (Google Suite experience preferred)
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Diligent and efficient documentation, task, and schedule management skills
  • An active driver's license is required for this role.
Job Responsibility
Job Responsibility
  • Field all inbound maintenance requests from residents via phone, email, and our resident portal
  • Triage and prioritize maintenance issues, dispatching our in-house field technicians or third-party contractors as needed
  • Manage the scheduling and follow-up of all maintenance tasks to ensure timely and effective resolution
  • Maintain accurate records of all work orders, including billing and completion details
  • Assist with on-site inspections for apartment turnovers and quarterly property checks, specifically focusing on maintenance and repair needs
  • Complete quarterly supply inventory audits to ensure our team has the necessary materials on hand
  • Assist with the move-in and move-out process, performing maintenance-focused walkthroughs
  • Participate in property operations meetings and projects
  • Assist with the onboarding of new triple-decker acquisitions to the portfolio
  • Help with the implementation of maintenance-specific policies and procedures.
What we offer
What we offer
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off
  • 5% 401k match
  • Fully covered high-quality health and dental insurance plans
  • Fully covered commuter passes for bus, subway, boat, or commuter rail
  • Competitive paid time off policy
  • 13 official company holidays
  • 1 floating holiday.
  • Fulltime
Read More
Arrow Right

Agent Success Associate

The Agent Success team is working to provide estate agents a positive customer e...
Location
Location
United Kingdom , London
Salary
Salary:
32000.00 GBP / Year
getagent.co.uk Logo
GetAgent
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Comfortable conducting phone calls and building rapport over the phone
  • Good email communication skills (well-written, good punctuation etc.)
  • Empathetic listener with a solution/resolution focus
  • Resilience
  • Diligent with keeping on top of administrative tasks and following processes correctly
  • Ability to gather necessary information and context to support with decision making - presenting cases in a logical manner
  • Positive attitude, proactive in sharing the team workload
  • Effective management of workload across different workflows, efficient and getting through volume of cases
Job Responsibility
Job Responsibility
  • Dealing with escalated issues / disputes with estate agents over the phone, making account management decisions
  • Contacting de-registered agents, asking for their feedback
  • attempting to resolve the situation and bring them back to the service
  • Contacting ‘at risk’ agents attempting to resolve any outstanding issues and maintain the relationship
  • Assessing agents level of interaction with the service, identifying and communicating areas for improvement to maximise the value for both GetAgent and our partners
  • Responding to escalated email tickets
  • Conducting onboarding calls with new estate agents
  • Presenting cases to senior team members as required to support with decision-making
  • Taking part in various projects and events, with a focus on raising the profile of the GetAgent throughout the Estate Agent community
What we offer
What we offer
  • Private Medical Cover
  • L&D Allowance
  • Wellbeing Allowance
  • Perks at Work
  • Hybrid Working (3 days in the office, 2 WFH)
  • + Various opt In schemes
  • Holiday: 25 days + BH
  • Fulltime
Read More
Arrow Right

Associate, Growth

RealtyAds is looking for a motivated and goal-oriented Associate, Growth to supp...
Location
Location
United States , Chicago
Salary
Salary:
50000.00 - 55000.00 USD / Year
realtyads.com Logo
RealtyAds
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-3 years of sales experience in Tech and/or CRE
  • Bachelor’s degree in Business, Real Estate, Marketing, or related field
  • Entrepreneurial, motivated, and competitive with a willingness to learn, take feedback, and apply new skills in a fast-paced, dynamic environment
  • Highly organized and detail-oriented with strong time management skills
  • able to work both independently and collaboratively while managing multiple priorities
  • 5 days per week in-office in RealtyAds HQ (Chicago)
Job Responsibility
Job Responsibility
  • Research, identify, and qualify target CRE ownership groups and brokerage firms to uncover new revenue opportunities through outbound prospecting
  • Assist with sales operations by leveraging tools like Hubspot, LinkedIn, and internal systems to manage outreach activity, track deal-cycle progression, and optimize prospecting strategies
  • Understand and map complex organizations structures within CRE to reach key stakeholders
  • Gain exposure to the full sales process as a pathway to eventually transition into a full-cycle sales role
  • Develop the foundational skills of delivering a compelling product demonstration
  • Sharpen your outbound skills by learning directly from a high-performance sales team invested in your growth
What we offer
What we offer
  • unlimited PTO
  • health, dental & vision insurance
  • retirement benefits
  • performance-based bonus
  • support for ongoing professional development programs and education
  • collaborative culture with room for upward mobility for high performers
  • Fulltime
Read More
Arrow Right

Litigation Associate

We are seeking a Litigation Associate for a midsized East Bay firm. The role wil...
Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Civil Litigation Experience
  • Knowledge and experience in Construction Defect
  • Proven skill in Mediation
  • Experience in Preparing Pleadings
  • Ability to Draft Motions
  • Experience in Arguing Motions
  • Familiarity with the process of Discovery Responses
  • Proven ability in Defending Depositions
  • Must be a team player with excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
Job Responsibility
Job Responsibility
  • Work on a variety of litigation matters
  • Utilize your excellent written and verbal communication skills to liaise with clients and colleagues
  • Apply strong attention to detail to perform excellent legal research and analytics
  • Use your problem-solving capabilities to work independently and proactively on cases
  • Prepare pleadings, motions, and written and expert discovery
  • Engage in mediation and dispute resolution
  • Take and defend depositions and written discovery
  • Utilize your civil litigation experience
  • Draft motions and argue them in court
  • Defend depositions and respond to discovery requests
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Associate, Asset Management

We are seeking an experienced Asset Manager to join our London-based team. The i...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years’ experience in real estate asset management, with a focus on residential and/or student accommodation assets
  • Proven track record in driving asset performance through strategic planning and operational oversight
  • Detail-oriented, with strong experience in budgeting, forecasting, and performance analysis
  • Advanced financial modelling and analytical skills, with proficiency in Excel
  • Excellent communication and stakeholder management skills, with the ability to influence cross-functional teams
  • Highly organized and experienced in managing capital projects, leasing strategies, and day-to-day asset operations
  • Self-motivated and adaptable, with the ability to work independently and collaboratively in a fast-paced, entrepreneurial environment
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
  • Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license
Job Responsibility
Job Responsibility
  • Manage a portfolio of residential and student accommodation investments across the UK and Europe to drive performance and long-term value creation
  • Take full ownership of assigned investments and lead the execution of business plans, including leasing strategies, capital projects, ESG initiatives, and value-add activities
  • Lead the preparation of annual budgets in collaboration with internal stakeholders and operating partners
  • Manage internal and external valuation processes, working closely with Finance, operating partners and external valuers, and present recommendations to the Valuation Committee
  • Monitor investment performance and regularly update financial model projections, including the incorporation of actuals, supporting strategic decision-making and informing revisions to business plans
  • Deliver quarterly reporting to Portfolio Management and Finance teams, including variance analysis and updated projections aligned with evolving business plans
  • Present key performance insights, strategic developments, and investment updates to senior leadership as part of the quarterly investment review process
  • Conduct regular site visits and oversee third parties—including operating partners, property managers, and leasing teams—to ensure alignment with asset strategies and operational goals
  • Perform financial modelling to support strategic decision-making, conduct scenario analysis, and optimize asset performance
  • Collaborate with internal teams to perform detailed hold/sell analyses, manage refinancing processes, and execute exit strategies, including presenting recommendations to senior leadership
What we offer
What we offer
  • Competitive compensation
  • Annual bonus plan
  • Human-centric benefits package
  • Focus on personal and professional growth
Read More
Arrow Right

Senior Associate Building Surveyor

A leading international real estate consultancy is seeking a talented Associate ...
Location
Location
United Kingdom , London
Salary
Salary:
65000.00 - 75000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MRICS Chartered Building Surveyor
  • Strong experience delivering core professional surveying services, particularly dilapidations
  • Confident in client-facing settings with experience managing key stakeholders
  • Able to manage projects from inception to completion
  • Excellent report writing and communication skills
  • Commercially aware, with experience in office, industrial, retail, or mixed-use sectors
  • A proactive and personable approach, with a passion for continuous improvement
Job Responsibility
Job Responsibility
  • Lead on a range of professional instructions including dilapidations, landlord and tenant matters, reinstatement cost assessments, technical due diligence, and contract administration
  • Manage all phases of the dilapidations process – from survey to negotiation
  • Maintain and grow relationships with an existing, lucrative client base
  • Support and develop junior surveyors, graduates and apprentices through structured mentoring and APC guidance
  • Contribute to service delivery improvements and support senior leadership on business development initiatives
  • Work collaboratively with other business areas to deliver a seamless service to clients
What we offer
What we offer
  • Private medical insurance
  • Life assurance
  • Season ticket loan
  • 5% employer pension contribution
  • 25 days holiday + birthday off
  • Cycle to work scheme
  • EV car scheme
  • Access to retail discounts, gym schemes, and wellbeing support
  • Longevity awards
  • Clear progression path and dedicated career development support
  • Fulltime
Read More
Arrow Right

Senior Associate Building Surveyor

A leading international real estate consultancy is looking for a talented Associ...
Location
Location
United Kingdom , London
Salary
Salary:
65000.00 - 75000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MRICS Chartered Building Surveyor
  • Strong experience delivering core professional surveying services, particularly dilapidations
  • Confident in client-facing settings with experience managing key stakeholders
  • Able to manage projects from inception to completion
  • Excellent report writing and communication skills
  • Commercially aware, with experience in office, industrial, retail, or mixed-use sectors
  • A proactive and personable approach, with a passion for continuous improvement
Job Responsibility
Job Responsibility
  • Lead on a range of professional instructions including dilapidations, landlord and tenant matters, reinstatement cost assessments, technical due diligence, and contract administration
  • Manage all phases of the dilapidations process – from survey to negotiation
  • Maintain and grow relationships with an existing, lucrative client base
  • Support and develop junior surveyors, graduates and apprentices through structured mentoring and APC guidance
  • Contribute to service delivery improvements and support senior leadership on business development initiatives
  • Work collaboratively with other business areas to deliver a seamless service to clients
What we offer
What we offer
  • Private medical insurance and life assurance
  • Season ticket loan
  • 5% employer pension contribution
  • 25 days holiday + your birthday off
  • Cycle to work scheme
  • EV car scheme
  • Access to retail discounts, gym schemes, and wellbeing support
  • Longevity awards
  • Clear progression path and dedicated career development support
  • Hybrid working policy with flexible hours
  • Fulltime
Read More
Arrow Right