Suitability Review Analyst
Listed on 2026-11-02
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Finance & Banking
Financial Compliance, Financial Reporting, Accounting & Finance, Financial Analyst
We are looking for a temporary Suitability Review Analyst to join our PFSL Dept. The hourly rate will be $25-$28.
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.
- 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.
Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada.
Our employees are an integral part of achieving Primerica's mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada.
The Company's competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years.
Awards and Recognitions- Newsweek's America's Greatest Workplaces
- USA Today's Top Workplaces
- USA Atlanta Journal-Constitution's Top Workplaces
- Forbes America's Best Insurance Companies
- #1 Most Trusted Life Insurance Company by Investor's Business Daily
- #3 Most Trusted Financial Company by Investor's Business Daily
Our stock is traded on The New York Stock Exchange under the symbol "PRI".
If you need help with any part of the application process, please email PRIMERICA CAREERS
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