Estate Processing Associate Jobs

Robinhood

Location:
United States, Clearwater ▼
Westlake

Category:
Finance

Contract Type:
Not provided

Salary:

19.60 - 24.00 USD / Hour

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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

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Estate Processing Associate