ISP MA Service Analyst 2

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

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

The ISP MA Service Analyst 2 is a seasoned specialist responsible for executing daily operational tasks with a higher degree of complexity than an entry-level role. This individual handles a wider range of operational functions, ensuring the accurate and timely processing of transactions, resolving issues, and maintaining strict adherence to regulatory standards. This role requires a solid understanding of the trade lifecycle and ability to work independently to solve problems.

The estimated salary range for this role is: 43K - 47K Annually

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

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):

No

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 ofrace, 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.