Research Analyst/ Mutual Fund Ops Analyst

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.