ISP MA Service Analyst 2

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

Responsibilities & Qualifications

Accurately processes intermediate-level transactions including money movements and account maintenance updates.  Act as a primary point of contact for routine and moderately complex inquiries from advisers and internal departments investigating and resolving processing discrepancies or issues. Ensure all processed documentation is complete and compliant with industry regulations and company policies, maintaining meticulous records. Manage assigned daily workflows efficiently, prioritize tasks to meet deadlines, and contribute ideas for improving operational processes.  

The manager may delegate tasks to the analyst, such as preparing and working on exception reports, quality review of processing, etc.

KNOWLEDGE, SKILLS AND ABILITIES:

• Foundational understanding of the securities industry, various financial products and basic regulatory requirements.  

• Familiarity with Microsoft programs including Word and Excel.
• Strong organizational skills, including the ability to manage multiple tasks simultaneously and meet strict deadlines. 
• Excellent oral and written communication skills as well as interpersonal skills.
• Ability to identify problems and formulate solutions.
• Ability and willingness to learn new skills related to the successful achievement of departmental goals.

Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities

• Bachelor’s degree or equivalent work experience
• SIE Exam, Series 6/7, 24/26, 65/66
• Back-office Brokerage, Transfer Agent, or Advisory operations experience or equivalent work experience preferred. 

• Experience with financial services software (such as Pershing's NetX360).

Hybrid Schedule Required: Two on-site days per week (Tuesday and Wednesday)

Location: Duluth, GA

FLSA status:
This position is exempt (not eligible for overtime pay):

Our Benefits:

• Day one health, dental, and vision insurance

• 401(k) Plan with competitive employer match

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible Spending Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.