ISP MA Service Analyst 2

Primerica; Duluth, Northern (GA, KY); Hybrid; USD 43,000 - 47,000; Full time

Job summary

Primerica in Duluth, GA is seeking an ISP MA Service Analyst 2 to perform mid-level operational tasks within the trade lifecycle. You will process transactions, resolve issues, and ensure regulatory compliance while working independently to improve processes.

Hybrid schedule requires two on-site days per week (Tuesday and Wednesday). The role offers a salary range of $43,000 to $47,000 annually and benefits as part of Primerica’s comprehensive package.

Qualifications

• Foundational understanding of the securities industry and regulatory requirements.
• Proficient with Word and Excel; strong organization and deadlines.
• Excellent written and verbal communication; problem-solving ability.
• Bachelor’s degree or equivalent; SIE and Series 6/7/24/26/65/66 preferred.

Responsibilities

• Process intermediate-level transactions including money movements and account maintenance updates.
• Serve as primary 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.

Skills

Securities industry basics

Word & Excel

Organizational skills

Communication skills

Problem solving

Willingness to learn

Education

Bachelor’s degree; SIE/Series 6/7/24/26/65/66 preferred

Tools

Pershing NetX360

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 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.

Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years.

Awards and Recognitions

• Newsweek’s America’s Greatest Workplaces
• USA Today’s Top Workplaces USA
• Atlanta Journal-Constitution’s Top Workplaces
• Forbes America’s Best Insurance Companies
• #1 Most Trusted Life Insurance Company by Investor’s Business Daily
• #3 Most Trusted Financial Company by Investor’s Business Daily

Our stock is traded on The New York Stock Exchange under the symbol “PRI.”