About the Role:
We are seeking a motivated and detail-oriented individual to join Halo’s dynamic and growing Annuity team in Chicago. As an Operations Associate, you will play a pivotal role in ensuring seamless operations and contributing to continued growth and success. This is an exciting opportunity for someone who possesses strong analytical abilities, exceptional attention to detail, and a passion for the FinTech industry. You will work with a great team to learn the business from the ground-up, and grow and expand your skills.
Primary Responsibilities:
- Processing and Documentation: Handle and process necessary paperwork efficiently and accurately, ensuring compliance with company policies and regulatory requirements.
- Business Monitoring: Monitor and track business inflow, providing timely updates to relevant stakeholders.
- Communication: Engage proactively with Annuity Carrier Partners and Financial Advisors to facilitate smooth operations and address any queries or concerns.
- Data Management: Log and maintain accurate records by inputting data into Salesforce CRM, ensuring data integrity and consistency.
- Status Updates: Provide regular updates to sales personnel and clients regarding the progress of operations, addressing any concerns or inquiries promptly.
- Information Organization: Organize and categorize information systematically, ensuring easy accessibility and retrieval when required.
- Report Compilation: Compile and generate reports on operations, performance metrics, and other relevant areas as needed by management.
- Follow-Up: Coordinate and follow-up with Annuity Carrier Partners to ensure timely completion of tasks and adherence to agreed-upon timelines.
- Ad-Hoc Projects: Assist in special projects and initiatives as assigned by the operations manager or senior leadership, demonstrating flexibility and adaptability.
Experience and Qualifications:
- The successful candidate will have an Associate's or Bachelor’s degree in finance, business admin or a related field, along with 1-2 years of experience in financial services and/or annuities. Experience supporting a financial advisor or advisory office preferred.
- Candidates with prior experience with SalesForce and/or Excel strongly preferred.
- High level of diligence and accuracy is required to execute tasks, ensuring compliance, confidentiality, and quality standards are met.
- Strong analytical and problem-solving abilities with a keen attention to detail are a must.
- Excellent verbal and written communication skills, with the ability to interact effectively with internal teams and external partners.
- Ability to learn quickly and adapt to new processes, technologies, and regulatory changes. Keen interest in staying current on industry trends.
Benefits and Compensation:
This is a great opportunity to join a growing team in a company that values and rewards its employees. Halo offers a competitive package of great benefits that will make your work life both fulfilling and enjoyable.
- This is a hybrid role, working 3 days/week in our downtown Chicago office. At Halo, you will work with a great team in an exciting work environment.
- Opportunities for continued professional growth and development
- Halo offers a competitive compensation package, including an annual base salary of $50,000 to $60,000, and eligibility for annual bonus earnings.
- Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
- Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
- Flexible PTO policy
- 401k program to help build wealth for the future
- Paid parental leave to bond with your new addition
- Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!
Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].
Skills Required
- Associate's or bachelor's degree in finance, business administration, or a related field
- 1-2 years of experience in financial services and/or annuities
- Experience supporting a financial advisor or advisory office
- Salesforce experience
- Excel experience
- High diligence and accuracy, including compliance, confidentiality, and quality standards
- Strong analytical and problem-solving abilities with attention to detail
- Excellent verbal and written communication skills
- Ability to learn quickly and adapt to new processes, technologies, and regulatory changes
- Interest in staying current on industry trends
What the Team is Saying
.png)
.png)
Halo Investing Compensation & Benefits Highlights
-
Healthcare Strength — Feedback suggests medical, dental, and vision coverage with employer contributions and plan options are notable strengths. On-paper benefits also include mental-health support and wellness programs, indicating breadth beyond core coverage.
-
Leave & Time Off Breadth — Flexible/unlimited PTO, paid holidays, and paid parental leave are highlighted as available and comparatively robust. Observations also note adoption assistance and supportive facilities such as a Mother’s Room.
-
Flexible Benefits — Hybrid/flexible work arrangements and schedule flexibility are emphasized as part of the package. Additional voluntary coverages and commuter and lifestyle perks contribute to overall flexibility.
Halo Investing Insights
What We Do
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
Gallery
.jpg)
Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
