Annuity Operations Associate

Halo Investing; Chicago (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k program

Paid parental leave

On-site gym

Happy hours

Ad-hoc outings and activities

Job summary

Halo Investing in Chicago is seeking an Operations Associate for the Annuity team. You will handle paperwork, monitor inflows, and support partners and advisors to keep operations running smoothly.

You will log data in Salesforce, generate reports, and coordinate follow-ups with a focus on accuracy, confidentiality and compliance.

This hybrid role requires a 3-day-per-week presence in our downtown office; a finance/business background and 1–2 years of financial services experience are preferred.

Qualifications

• The candidate will hold an Associate's or Bachelor's degree in finance, business administration or related field.
• 1-2 years of experience in financial services and/or annuities preferred.
• Experience supporting a financial advisor or advisory office is a plus.
• Strong analytical and problem-solving abilities with keen attention to detail.

Responsibilities

• Process and document necessary paperwork accurately and compliantly.
• Monitor and report on business inflow and provide timely updates to stakeholders.
• Communicate proactively with Annuity Carrier Partners and Financial Advisors.
• Enter and maintain data in Salesforce CRM ensuring data integrity.
• Provide status updates to sales personnel and clients on progress.

Skills

Salesforce experience

Excel proficiency

Attention to detail

Strong communication

Analytical thinking

Education

Associate's or Bachelor's degree in finance or business administration

Tools

Salesforce

Excel

Job description

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
• 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: [e-mail].