Hotline: 678-408-1354

Securities Ops Analyst

Primerica Duluth, GA Finance

Primerica currently has the following opening at our corporate office in Duluth, Georgia:
The Securities Ops Analyst obtains corrections for incoming new business applications including outside funds, 529 Plans, managed brokerage accounts and/or variable annuities. The role will communicate with our field force via telephone, e-mail, and/or fax. Applications that cannot be processed will be returned to the writing Representative. Outgoing mail is tracked to ensure proper delivery. The candidate will also perform quality control check on processed work as well as daily reconciliation to ensure all trades have been processed correctly within department standards.
Monday-Friday 8a-5p
Salary in the low $30’s
Essential Functions:
  • Reviews trades for deficiencies (not in good order or (NIGO)
  • Communicates deficiencies to the writing agent
  • Corrects trades, appends corrections to the application image, and routes image to appropriate queue
  • Runs daily monitor reports and works quality control queues
  • Mails applications that are not in good order to the appropriate agent and tracks UPS packages daily to ensure that they are received
  • Reviews agent license status and works Bad Sales report
  • Provides training to new employees within the processing area
Knowledge, Skills and Abilities:
  • Minimum High School Diploma or GED
  • Familiarity with database, mainframe, and PNC systems is a plus
  • Knowledge of Microsoft Office
  • Excellent verbal and written communication skills
  • Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
  • Self-starter with the ability to work in a team environment
  • Ability to work overtime as needed
  • Excellent proof reading skills
ABOUT PRIMERICA
Primerica is a Main Street Company for Main Street North America. Our goal is to create more financially independent families. We are located in Duluth, GA. Primerica employees support our representatives to provide appropriate solutions through term life insurance, mutual funds, annuities and other financial products. We insured more than 5 million lives and have over 2 million client investment accounts. Our stock is traded on The New York Stock Exchange under the symbol “PRI”.
Four years in a row Primerica has been recognized by the Atlanta Journal-Constitution as one of the best workplaces in Georgia! Over the past five years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions.
Apply for this job
Share this job

Contact Us

Eltas EnterPrises Inc.
3978 Windgrove Crossing
Suite 200A
Suwanee, Georgia
30024, USA
contact@eltasjobs.com

Subscribe to our Newsletter