Office Manager

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About the Role:

We are looking for an Office Manager to be responsible for the general operation of our office. Some responsibilities include scheduling meetings and appointments, ordering office supply and keeping inventory, greeting visitors and providing general administrative support to our employees.

Previous experience as an office manager or administrator would be an advantage. A successful Office manager should also be proficient in Microsoft Office applications such as Word and Excel, and be able to accurately handle administrative duties.

Ultimately, the Office manager should be able to ensure the smooth running of the office and help to improve company procedures and day-to-day operation.

Responsibilities:

  • Point person for maintenance, mailing, shipping, supplies, equipment, bills and errands
  • Organize and schedule meetings and appointments
  • Responsible for creating presentations and marketing material
  • Responsible for recruiting new employees for open roles and keeping the process organized and up-to-date
  • Assist with new hires and maintain office policies as necessary
  • Participate actively in the planning and execution of company events

Company Description: 

Halo Investing is a well-funded, financial technology startup who has the first independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase and manage the full lifecycle of the product while building efficiencies for Issuing banks.

We have an established business, amazing talent & mentorship, a kick-ass startup environment and we're hiring! 

How you’ll make an Impact:

Halo is seeking to redefine the Investment management industry and how complex investment products are delivered. The Office Manager will have the unique opportunity to gain startup experience and be a part of changing the way the world invest as we now know it. We are a small team of driven individuals who look to enact change and innovation across the entire value chain of Structured Notes issuance.

Desired Skills:

  • Proven office management, administrative or assistant experience
  • Excellent time management skills and ability to multi-task and prioritize work
  • Attention to detail and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong organizational and planning skills
  • Proficient in MS Office

Benefits:

Halo offers comprehensive medical and dental, Equity options, a flexible PTO policy, transit benefits, snacks, a pop-a-shot in the office and regular team outings.

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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 Benefits
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 Benefits
Generous parental leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
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 Benefits
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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