Annuity Operations Associate

HALO INVESTING INC • Chicago, IL

4d • $50,000 - $60,000 • 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

• An 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.

Benefits

• Opportunities for continued professional growth and development
• 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
• Company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree