Skill Compatibility Diagnostics
Live technical match evaluated against role architecture & expected skills.
Consider reviewing the missing technical prerequisites before submitting your application.
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About the Role
Join us in building the future of finance at Robinhood Greenhouse Board. Our mission is to democratize finance for all as we face the largest transfer of wealth in human history, with an estimated $124 trillion of assets to be inherited by younger generations. 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. As a Cashiering Support Associate (Cashiering Specialist), your mission is to ensure the accurate, timely movement of funds across customer brokerage and retirement accounts while delivering a compliant, high-quality client experience. You will manage high-volume cashiering workflows—primarily reviewing money movement requests including ACH, check, wire, and other brokerage transactions—serving as a key operational link between advisors, clients, custodians, and internal partners.
You will provide quality assurance oversight of transactions with high accuracy and efficiency while adhering to strict regulatory requirements including AML and OFAC review. This role is based in our Westlake, TX or Clearwater, FL office, with in-person attendance expected 5 days per week during the 90-day onboarding period. After onboarding, in-person attendance is required at least 3 days a week. Shift options include 7:30 AM - 4:00 PM or 8:30 AM - 5:00 PM.
Key Technical Responsibilities
- check_circle Review a high volume of money movement requests efficiently, and in line with internal policies and regulatory requirements.
- check_circle Monitor and manage daily transaction queues to meet strict deadlines and service-level expectations, researching and resolving discrepancies and inquiries from initial intake to final resolution.
- check_circle Safeguard the firm by enforcing AML and OFAC requirements and reviewing transactions for adherence to SOPs.
- check_circle Partner with our clearing firm and internal teams (Operations, Compliance, Technology, Advisor Services) to facilitate transactions, resolve issues, and support collaborative projects across these departments.
- check_circle Contribute to continuous improvement by identifying opportunities to enhance efficiency, accuracy, and client experience within cashiering operations.
Prerequisites & Qualifications
- check Strong knowledge of asset movement procedures, workflows, and regulatory considerations, along with a basic understanding of financial markets and the securities industry.
- check Exceptional attention to detail and organization, with the ability to manage multiple priorities at once.
- check Clear, professional communication skills, including excellent data entry, written, and verbal communication, and comfort engaging with clients and advisors over the phone.
- check 1-2 years of experience in financial operations, with an SIE required (Series 99 preferred), and a proven ability to manage transactional workflows using proprietary financial systems.
- check Committed and dependable in a fast-paced, high-volume environment, bringing a collaborative spirit, steady focus, and genuine care for clients and outcomes.
- check Proactive problem-solving abilities, strong analytical, decision-making, and critical thinking skills, with accountability for results and the ability to adapt quickly to new systems.
About Robinhood Greenhouse Board
Verified hiring organization details.
Robinhood Greenhouse Board is a technology and software entity operating under the broader Robinhood ecosystem, with key operational locations in Denver, CO, and Westlake, TX. The organization focuses on technical development and talent acquisition initiatives to support Robinhood's mission of democratizing finance for all.