Teams at Primerica

Provide legal support for securities-related consumer complaints and regulatory inquiries (SEC, FINRA, state), prepare regulatory reports and filings, negotiate and implement settlements, assist representatives with statements, and manage related documentation and remedial actions.

Manage and execute software QA strategy across web, mobile, API, mainframe and databases. Lead hands-on testing and automation, define QA KPIs, plan test activities, supervise SQA engineers, drive process improvements, and support modernization and compliance-focused test cycles.

Handle mutual fund client inquiries: research and resolve issues, contact representatives and fund companies, prepare Letters of Indemnity and non-financial instructions, document investigations, calculate preliminary fund losses, support Canada Securities Turbo Team, prepare adjustment/reimbursement documentation, liaise with Legal and Field Management, and maintain stakeholder communication.