Cashiering Support Associate

The Cashiering team's mission is to ensure accurate, timely movement of funds across customer brokerage and retirement accounts while delivering a compliant, high-quality client experience. As a Cashiering Specialist, you will manage high-volume cashiering workflows, primarily reviewing money movement requests, including ACH, check, wire, and other brokerage transactions. This role is based in the Westlake, TX or Clearwater, FL office, with in-person attendance expected 5 days per week during the 90-day onboarding period and at least 3 days per week afterward. Shift options: 7:30 AM - 4 PM or 8:30 AM - 5 PM.

Responsibilities

Review a high volume of money movement requests efficiently, in line with internal policies and regulatory requirements; monitor and manage daily transaction queues to meet strict deadlines and service-level expectations, researching and resolving discrepancies and inquiries from intake to final resolution; safeguard the firm by enforcing AML and OFAC requirements and reviewing transactions for adherence to SOPs; partner with the clearing firm and internal teams (Operations, Compliance, Technology, Advisor Services) to facilitate transactions, resolve issues, and support collaborative projects; contribute to continuous improvement in efficiency, accuracy, and client experience within cashiering operations; serve as a key operational link between advisors, clients, custodians, and internal partners

Requirements

Strong knowledge of asset movement procedures, workflows, and regulatory considerations; basic understanding of financial markets and the securities industry; exceptional attention to detail and organization, with the ability to manage multiple priorities; clear, professional communication skills, including excellent data entry, written, and verbal communication, and comfort engaging with clients and advisors over the phone; 1-2 years of experience in financial operations, with an SIE required; proven ability to manage transactional workflows using proprietary financial systems; committed and dependable in a fast-paced, high-volume environment; proactive problem-solving abilities, strong analytical, decision-making, and critical thinking skills; ability to adapt quickly to new systems

Nice to have

Series 99 (preferred); experience with financial operations at a brokerage or custodian; genuine care for clients and outcomes

Benefits

Challenging, high-impact work; performance-driven compensation with multipliers, bonus programs, equity ownership, and 401(k) matching; best-in-class benefits including 100% paid health insurance for employees with 90% coverage for dependents; access to the Robinhood Employee Fund (eligible US employees); access to AI tools and continuous AI skill-building; lifestyle wallet for wellness, learning, and more; employer-paid life and disability insurance, fertility benefits, and mental health benefits; company holidays, paid time off, sick time, parental leave, and more; catered meals, events, and comfortable workspaces