Added
17 days ago
Location
Type
Full time
Salary
Salary not provided
Related skills
looker sql case management power of attorney legal compliance📋 Description
- Manage Estates, Divorce, and POA cases with care and privacy
- Analyze documents; ensure legal/regulatory compliance
- Collaborate with internal teams to resolve escalated cases
- Respond to clients, legal pros, and internal stakeholders clearly
- Stay informed on industry trends and Robinhood policies for compliance
🎯 Requirements
- Active FINRA SIE, 7, and 63/66 licenses
- Bachelor's degree in Business, Finance, or related field
- 3+ years estate, POA, and divorce processing in finance
- Strong understanding of estate and legal account transitions
- Excellent communication and ability to handle sensitive customer interactions
- Bonus: CES designation or SQL/Python/Looker experience
🎁 Benefits
- Challenging, high-impact work to grow your career
- Performance-based pay with bonuses, equity, and 401(k) matching
- 100% paid employee health insurance; 90% for dependents
- Lifestyle wallet for wellness, learning, and more
- Employer-paid life, disability, fertility, and mental health benefits
- Generous time off including holidays and parental leave
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