This posting reflects an existing vacancy within the organization.
Salary range: $40,000 - $50,000Responsibilities and Qualifications
Responsibilities:
• Review, research, and resolve PFSL inquiries received from clients and representatives
• Contact representatives and fund companies to obtain information and support documentation related to client accounts
• Prepare and submit Letters of Indemnity to fund companies to facilitate account corrections and adjustments
• Prepare and submit instructions to fund companies for non-financial transactions
• Follow up with fund companies to ensure requested corrections and adjustments are completed within appropriate timelines
• Document investigation steps, actions taken, and final resolutions, and ensure completed inquiries are properly closed and records are scanned and retained
• Prepare preliminary fund loss calculations, where required
• Provide support to Canada Securities Turbo Team
• Monitor and respond to inquiries received through emails
• Prepare supporting documentation for the issuance of adjustment and reimbursement cheques
• Work closely with the Legal and Field Management departments on inquiries requiring additional review or escalation
• Maintain effective communication with internal and external stakeholders to facilitate timely resolution of inquiries
• Perform other related duties and responsibilities as required
Qualifications:
▪ Post-secondary education or equivalent knowledge and skills acquired through related work experience
• Excellent verbal and written communication skills
• Ability to adapt changes in procedures or policies, quickly and efficiently
▪ Excellent organizational & time management skills with the ability to multi-task, continuously prioritize workflow and meet deadlines in a high volume, fast-paced environment
▪ Able to work with various key personnel and management
▪ Cooperative and professional attitude
▪ A high-energy self-starter and shows initiative
▪ Able to thrive in a team environment
▪ Advanced knowledge in MS Office (Excel, Word, PowerPoint, Access)
▪ Bilingualism would be considered an asset
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.
Skills Required
- Post-secondary education or equivalent knowledge and skills acquired through related work experience
- Excellent verbal and written communication skills
- Ability to adapt to changes in procedures or policies quickly and efficiently
- Excellent organizational and time management skills; ability to multi-task and meet deadlines in a high-volume, fast-paced environment
- Able to work with various key personnel and management
- Cooperative and professional attitude
- High-energy self-starter and shows initiative
- Able to thrive in a team environment
- Advanced knowledge in MS Office (Excel, Word, PowerPoint, Access)
- Bilingualism
Primerica Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Primerica and has not been reviewed or approved by Primerica.
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Strong & Reliable Incentives — Pay can scale significantly for individuals who consistently produce, creating meaningful upside versus a fixed-salary model. The commission-based structure is framed as an entrepreneurial opportunity that some people value for flexibility and self-directed earnings potential.
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Healthcare Strength — Medical, dental, and vision coverage are presented as part of the corporate employee package, alongside life and disability insurance. This reads as a conventional, well-rounded baseline for eligible W-2 staff.
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Retirement Support — Retirement plans with an employer match are described for corporate employees. This adds longer-term value beyond cash compensation for roles that qualify.
Primerica Insights
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
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