About this Position We are looking for a Research Analyst to join our Mutual Fund Department. This posting reflects an existing vacancy within the organization.
Salary range: $40,000 - $50,000
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 workplace
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 productivity. 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 and 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.”

#J-18808-Ljbffr

📌 Research Analyst (Ontario)
🏢 Primerica
📍 Ontario