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Form of workJob Description
About us:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices 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, buffered ETFs, and annuities – offered by leading global financial institutions.
In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
Come join our uniquely motivated, dynamic and proactive team. Above all, we value collaboration, communication, and passion!
About the Role:
Type: Primarily on-site
We are seeking a motivated and detail-oriented individual to join Halo’s dynamic and growing Annuity team. 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.
Required Education and Experience:
- Education: Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
- Experience: 0-3 Years of experience.
- Technical Skills: Experience with SalesForce and/or Excel strongly preferred.
- Analytical Skills: Strong analytical and problem-solving abilities with a keen attention to detail.
- Communication Skills: Excellent verbal and written communication skills, with the ability to interact effectively with internal teams and external partners.
- Diligence: High level of diligence and accuracy in executing tasks, ensuring compliance and quality standards are met.
- Quick Learner: Ability to learn quickly and adapt to new processes, technologies, and industry trends.
- Time Management: Exceptional time management skills with the ability to prioritize tasks effectively and meet deadlines consistently.
Benefits:
Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable!
- Work with a great team in an exciting work environment
- Hands-on and structured learning opportunities, continued professional growth
- Competitive compensation package
- Comprehensive benefits (medical, dental, vision, 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
- Free snacks
- Company-paid, on-site gym membership
- Building and in-office happy hours
- Ad-hoc outings and activities like baseball games, yoga classes 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: hr@haloinvesting.com
