Suitability Review Analyst

About this Position We are looking for a temporary Suitability Review Analyst to join our PFSL Dept.

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.