ISP MA Service Analyst 2

Primerica•Duluth, GA

5d•$43,000 - $47,000•Hybrid

About The Position

The ISP MA Service Analyst 2 is a seasoned specialist responsible for executing daily operational tasks with a higher degree of complexity than an entry-level role. This individual handles a wider range of operational functions, ensuring the accurate and timely processing of transactions, resolving issues, and maintaining strict adherence to regulatory standards. This role requires a solid understanding of the trade lifecycle and ability to work independently to solve problems. The estimated salary range for this role is: 43K - 47K Annually Hybrid Schedule Required: Two on-site days per week (Tuesday and Wednesday) Location: Duluth, GA

Requirements

Foundational understanding of the securities industry, various financial products and basic regulatory requirements.
Familiarity with Microsoft programs including Word and Excel.
Strong organizational skills, including the ability to manage multiple tasks simultaneously and meet strict deadlines.
Excellent oral and written communication skills as well as interpersonal skills.
Ability to identify problems and formulate solutions.
Ability and willingness to learn new skills related to the successful achievement of departmental goals.

Nice To Haves

Bachelor’s degree or equivalent work experience
SIE Exam, Series 6/7, 24/26, 65/66
Back-office Brokerage, Transfer Agent, or Advisory operations experience or equivalent work experience preferred.
Experience with financial services software (such as Pershing's NetX360).

Responsibilities

Accurately processes intermediate-level transactions including money movements and account maintenance updates.
Act as a primary point of contact for routine and moderately complex inquiries from advisers and internal departments investigating and resolving processing discrepancies or issues.
Ensure all processed documentation is complete and compliant with industry regulations and company policies, maintaining meticulous records.
Manage assigned daily workflows efficiently, prioritize tasks to meet deadlines, and contribute ideas for improving operational processes.
The manager may delegate tasks to the analyst, such as preparing and working on exception reports, quality review of processing, etc.