Hybrid Annuity Operations Associate — Data & Workflow
Listed on 2026-10-13
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Finance & Banking
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Business
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.
Step into the Hybrid Annuity Operations Associate — Data & Workflow role at Halo Investing, Inc. in Chicago, IL, United States and grow with us.
Our team is growing, and we are hiring a Hybrid Annuity Operations Associate — Data & Workflow in Chicago, IL, United States.
This role is for the Hybrid Annuity Operations Associate — Data & Workflow role at Halo Investing, Inc.
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