Annuity Operations Associate

Halo Investing, Inc.; Chicago (IL); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Annual bonus eligibility

401k program

Flexible PTO

On-site gym

Parental leave

Job summary

Halo Investing, Inc. in Chicago seeks a motivated Operations Associate to support the Annuity team. You will handle processing, documentation, data entry in Salesforce, and monitor business inflow to keep operations running smoothly.

This hybrid role requires 1–2 years of financial services experience, a degree, and strong analytical, detail-oriented, and communication skills. You will collaborate with carriers and advisors and contribute to reports and process improvements.

Qualifications

• Associate's or Bachelor's degree in finance, business administration or related field.
• 1–2 years of experience in financial services and/or annuities.
• Experience supporting a financial advisor or advisory office preferred.
• Salesforce and/or Excel experience strongly preferred.
• High level of diligence, accuracy, and confidentiality.

Responsibilities

• Processing and documentation: handle paperwork efficiently and accurately.
• Business monitoring: track inflow and provide updates to stakeholders.
• Communication: engage with Annuity Carrier Partners and Financial Advisors.
• Data management: input data into Salesforce CRM with integrity.
• Status updates: keep sales and clients informed on progress.
• Information organization: categorize information for easy retrieval.
• Report compilation: generate reports on operations and metrics as needed.

Skills

Analytical thinking

Attention to detail

Communication skills

Adaptability

Learning quickly

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
• Halo offers a competitive compensation package, including an annual base salary of $50,000 to $60,000, and eligibility for annual bonus earnings.
• 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].