The hourly rate will be $25-$28.Responsibilities and Qualifications
Responsibilities:
- Review all mutual fund trades for suitability and completeness
- Ensure trades meet the PFSL guidelines and are compliant with both mutual fund compliance and securities regulations
- Responsible for forwarding all the deficient trades to appropriate staff for resolution
- Responsible for forwarding trades to data entry staff on a timely basis
- Compile Operations Statistics report
- Other miscellaneous duties as assigned
Qualifications:
- Post secondary education or equivalent knowledge gained through working experience
- Minimum 2 years experience in the mutual fund industry is an asset
- Must have IFIC and the Branch Manager exam
- Excellent communication and organizational skills
- Thoroughness and accuracy are vital
- Highly organized, detail oriented and conscience in a time sensitive environment
- Proficiency with Microsoft Office programs, mainly Excel
- 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 gained through work experience
- Minimum 2 years of experience in the mutual fund industry
- IFIC qualification
- Branch Manager exam
- Excellent communication and organizational skills
- Thoroughness, accuracy, organization, and attention to detail in a time-sensitive environment
- Proficiency with Microsoft Office programs, primarily Excel
- 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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Pay Growth & Progression — Feedback suggests the commission-based model offers uncapped earning potential and clear performance-linked upside for those who consistently produce. Incentive trips and bonuses for top producers reinforce earnings growth when pipelines are strong.
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Retirement Support — Company materials highlight a 401(k) plan for corporate employees with a competitive, generous company match. This retirement support is positioned as a notable part of the corporate benefits package.
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Leave & Time Off Breadth — Corporate disclosures describe paid planned and unplanned time off, 11 paid holidays, and paid volunteer time for eligible employees. These provisions indicate robust time-off coverage within corporate roles.
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.
