Executive Assistant

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Executive Assistant

About the Role:

We are looking for an experienced EA with a paralegal background to be responsible for the schedules of our CEO & President / Co-Founders. Some responsibilities include scheduling meetings and appointments, ordering office supplies, and providing general administrative support to our employees. Once the company returns to the office, this role will also include general reception responsibilities. The EA will be the gatekeeper to the office and will assist in classic assistant responsibilities as well as going above and beyond to be helpful wherever necessary.

Previous experience as an office manager or administrator would be an advantage. Ultimately, the EA should be able to ensure the smooth running of the office and help to improve company procedures and day-to-day operations.

Responsibilities:

  • Heavy calendar management for the CEO and President
  • Schedule domestic and international travel, including lodging and car service. This includes coordinating travel for guests travelling to Chicago to visit Halo.
  • Assist in recruiting whenever necessary, from scheduling interviews to creating and posting job descriptions for other departments.
  • Assist in new hire paperwork, transit benefits, health and life insurance programs.
  • General upkeep of the office as well as ordering office supplies and working with onsite maintenance. This can include assisting in finding new office space, packing and unpacking the office, and being point-person to urgent office fixes.
  • Plan all company events ranging from monthly company-wide get-togethers, family and friends’ events as well as corporate retreats.
  • Assist in onboarding new hires by providing access to company-used apps like Google, Slack, MS Office, Dropbox etc.
  • Act as general switchboard for the company, directing calls to the appropriate departments.
  • Assist the legal team.

 

Company Description:

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. With over 25 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.

Qualifications:

  • Bachelor’s degree
  • Experience as a paralegal
  • Previous experience assisting C-Suite staff
  • MS Office and Mac OS proficient

Benefits:

Halo offers comprehensive medical, dental, vision, life insurance and transit benefits options. We have flexible PTO policy as well as an equity program.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • CSSLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • TypeScriptLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • ReduxLibraries
    • FlaskFrameworks
    • JestFrameworks
    • Next.jsFrameworks
    • PostgreSQLDatabases
    • AWS (Amazon Web Services)Services
    • GitLabServices
    • New RelicServices
    • Google AnalyticsAnalytics
    • FigmaDesign
    • MiroDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • Salesforce PardotCRM
    • Adobe CampaignLead Gen

Location

Open concept and modern building in the heart of the Loop, Chicago's financial district. Close to Ogilvie, Union Station, and all CTA lines. Plenty of great lunch and happy hour locations within a stone's throw! A parking lot is available directly next to the office.

An Insider's view of Halo Investing

How would you describe the company’s work-life balance?

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.

Matt

Product Development Lead

What projects are you most excited about?

I’m working closely with the marking team on a campaign to raise awareness about Halo’s first-of-its-kind Structured Note SMA Marketplace. It spotlights some of our most valued partners & raises awareness of our revolutionary platform. I take pride knowing we’re gaining traction in the territory through our marketing & sales teams’ collaboration.

Evan

Business Development Representative

How has your career grown since starting at the company?

Joining Halo has given me the incredible opportunity to grow my career in CRM and marketing automation with a talented, dedicated team. In my two years at Halo, I’ve progressed into the Senior CRM Marketing Manager role and own the MarTech processes, implementation, and reporting for a high-growth Chicago startup full of opportunity.

Victoria

CRM Manager

What is your vision for the company?

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world.

Our motto is "impact before profits" and we live by that every day.

It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

Jason Barsema

President and Co-Founder

How do your team's ideas influence the company's direction?

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.

Jeremy

Regional Vice President, Sales

What are Halo Investing Perks + Benefits

Halo Investing Benefits Overview

• Competitive Compensation
• Comprehensive Medical and Dental
• 401k Program
• Flexible PTO
• Paid Parental Leave
• Pet Insurance and other voluntary insurance
• Hybrid WFH Environment
• Fun & Exciting work environment, including lots of free snacks and coffee
• Flexible and highly collaborative work environment

Culture
Volunteer in local community
Halo holds an organized volunteer event once a quarter. Recent events include a Lake Michigan beach clean up, a 5k to raise money for PAWS (a no-kill animal shelter), and a food drive. More to come!
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Hybrid work model
In-person all-hands meetings
We hold a quarterly Town Hall meeting that covers a comprehensive company update.
Flexible work schedule
Remote work program
Diversity
Mandated unconscious bias training
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Performance bonus
Child Care & Parental Leave
Generous parental leave
Adoption Assistance
Company sponsored family events
Vacation + Time Off
Unlimited vacation policy
Generous PTO
We offer "flexible PTO" meaning we don't limit your yearly use.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Snacks and drinks
Company-sponsored happy hours
Recreational clubs
Mother's room
Onsite gym
Professional Development
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications
Halo covers the cost of the various Series tests required for our employees.

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