Hybrid ISP MA Service Analyst - Operations & Compliance

Primerica; Duluth (MN); Hybrid; USD 43,000 - 47,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan with employer match

Paid time off

Job summary

Primerica in Duluth, GA, is seeking an ISP MA Service Analyst 2 to perform higher-complexity operational tasks, ensuring accurate processing and regulatory adherence. The role requires understanding of the trade lifecycle and independent problem solving.

The position offers a hybrid schedule with two on-site days weekly and a salary range of 43k–47k USD annually. Candidates should have related education and industry knowledge to support advisory operations.

Qualifications

• Foundational knowledge of the securities industry and financial products.
• Familiar with regulatory requirements and compliance expectations.
• Excellent written and oral communication abilities.
• Willingness to learn new skills and adapt to changes.
• Ability to work independently and manage priorities.

Responsibilities

• Process intermediate-level transactions including money movements and account updates.
• Serve as primary contact for routine inquiries from advisers and internal teams.
• Maintain compliant documentation and meticulous records.
• Manage daily workflows, prioritize tasks, and suggest process improvements.
• Support management with exception reports and quality review of processing.

Skills

Securities industry knowledge

Independent problem solving

Regulatory requirements understanding

Strong communication skills

Financial product awareness

Education

Bachelor’s degree or equivalent work experience

SIE Exam, Series 6/7, 24/26, 65/66

Tools

Pershing NetX360

Microsoft Word

Microsoft Excel

Job description

Primerica in Duluth, GA, is seeking an ISP MA Service Analyst 2 to perform higher-complexity operational tasks, ensuring accurate processing and regulatory adherence. The role requires understanding of the trade lifecycle and independent problem solving.

The position offers a hybrid schedule with two on-site days weekly and a salary range of 43k–47k USD annually. Candidates should have related education and industry knowledge to support advisory operations.