Annuity Operations Associate

HALO INVESTING•Chicago, IL

4d•Hybrid

About The Position

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.

Requirements

Associate's or Bachelor’s degree in finance, business admin or a related field
1-2 years of experience in financial services and/or annuities
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.

Nice To Haves

Experience supporting a financial advisor or advisory office preferred.
Prior experience with SalesForce and/or Excel strongly preferred.

Responsibilities

Handle and process necessary paperwork efficiently and accurately, ensuring compliance with company policies and regulatory requirements.
Monitor and track business inflow, providing timely updates to relevant stakeholders.
Engage proactively with Annuity Carrier Partners and Financial Advisors to facilitate smooth operations and address any queries or concerns.
Log and maintain accurate records by inputting data into Salesforce CRM, ensuring data integrity and consistency.
Provide regular updates to sales personnel and clients regarding the progress of operations, addressing any concerns or inquiries promptly.
Organize and categorize information systematically, ensuring easy accessibility and retrieval when required.
Compile and generate reports on operations, performance metrics, and other relevant areas as needed by management.
Coordinate and follow-up with Annuity Carrier Partners to ensure timely completion of tasks and adherence to agreed-upon timelines.
Assist in special projects and initiatives as assigned by the operations manager or senior leadership, demonstrating flexibility and adaptability.