Estate Processing Associate

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.

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.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$20.40

—

$24 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$20.40

—

$24 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$19.60

—

$23 USD

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to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the

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for your country of application.