Edward Jones jobs in Atlanta, GA

- 175 jobs

Branch Office Administrator
Edward Jones 4.5
Edward Jones job in Marietta, GA
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 31 Atlanta Street Suite 202, Marietta, GA This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $23.85 **Hiring Maximum:** $25.35 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$38k-49k yearly est. 9d ago
New Business Operations Processor 1
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Operations Processor 1 verifies information on Policy Change Forms (PCF), Contract Changes (CC), Backend Change Forms (BEC), Pre-Authorized Checking Forms (NBP) and Money Requirement Forms (MRN) for accuracy and then processes the requests as specified on the document. He or she must ensure the accuracy of signatures, dates and other vital information for State Compliance requirements. All Agent information must be validated as being correct and that appropriate licenses are active within the compliance guidelines. He or she must also perform research to complete certain tasks, correct deficient files, and perform basic accounting as needed. Hours: Monday - Friday 7:00a - 4:00p Training for this position is onsite and once training is completed, this will be a hybrid role. The pay range for this position is between $35k - $40k Responsibilities & Qualifications Knowledge, Skills and Abilities: * High School Diploma or GED required (Bachelor's preferred) * 10 Key by touch * Minimum typing skills of 35 wpm * Proficient PC skills (Microsoft Office) * Basic Accounting Skills * Excellent oral and written communication skills * Excellent problem solving skills * Must be a team player with ability to work and think independently * Ability to meet strict deadlines and prioritize * Analytical and excellent decision making skills * Ability to deal with confidential information * Ability to multi-task and work overtime as needed FLSA status: This position is exempt (not eligible for overtime pay): No Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$35k-40k yearly Auto-Apply 46d ago
Software QA Manager
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Software Quality Assurance Manager is responsible for managing testing and verification of software solutions developed at Primerica. The ideal candidate is highly technical and has a proven commitment to quality with a solid understanding of testing concepts, practices and procedures. As a QA Manager, your primary responsibility will be to ensure strategic planning and implementation of SQA processes and to build effective test plans, test cases to explore and validate the functional correctness of our applications. This is a Hybrid Role - 2days in office (Tue/Wed) The estimated salary range for this role is: $110k - $139k Responsibilities & Qualifications ESSENTIAL FUNCTIONS * Serve as a hands-on leader, driving quality assurance across web, mobile (iOS & Android), API, mainframe and database, ensuring systems are reliable, scalable, and secure.. * Define and execute a forward-looking QA strategy that supports modernization initiatives (cloud migrations, mobile framework upgrades, re-platforming) while maintaining stability in legacy systems. * Establish and manage KPI, KRI, RTM, standards, and processes to measure and continuously improve organizational quality maturity. * Actively contribute to test planning, automation and execution, covering functional, regression, integration, performance, compliance and UAT phases. * Oversee and contribute directly to automation across web, mobile, API, and mainframe platforms, using Selenium with Java, Typescript/Node, WebdriverIO, Appium, RestAssured, and JMeter, with integration into CI/CD pipelines for faster, more reliable releases. * Partner with product, development, and operations teams to align QA with business priorities and ensure quality is built into delivery pipelines. * Provide input and estimates to project planning activities for SQA tasks and timely and accurate status reporting of SQA tasks, risks, and issues to project stakeholders. * Design extensible test automation harnesses for easy modification, scalability, and usability. Lead and contribute to the organizations automation efforts across platforms. * Drive process innovation and continuous improvement across QA practices, tools, and cross-team collaboration. * Serve as project leader on large, complex projects; manages all aspects including planning, scheduling meetings, documenting decisions, making appropriate updates to test plan and strategy. * Lead defect triage, root cause analysis, and risk mitigation to prevent recurrence of critical issues. * Directly supervise and mentor SQA engineers. Supervisory responsibilities including performance management, staffing, employee relations & compensation. * Provide support as subject-matter-expert (SME) for various applications and QA processes. KNOWLEDGE, SKILLS AND ABILITIES * Proven ability to lead by example as a hands-on QA practitioner, earning credibility with both engineers and executives. * Strong leadership with the ability to scale QA teams while remaining actively involved in testing activities. * Excellent communication and executive presence to present QA metrics, risks, and recommendations with authority grounded in hands-on knowledge. * Deep knowledge of testing methodologies, automation, and QA tools, with a record of applying them directly in complex projects. * Hands on experience with Selenium with Java, Typescript, Node, WebdriverIO, Appium, RestAssured and JMeter. * Expertise in multi-platform QA (mainframe, web, mobile, APIs, databases) with practical, hands-on experience. * Strong analytical and troubleshooting skills, including debugging and root cause analysis of complex, cross-system issues. * Ability to balance strategic direction with day-to-day technical contribution, ensuring QA maturity and delivery speed. * Familiarity with regulatory and compliance testing and ability to execute compliance-focused test cycles. * Knowledge of Waterfall, Agile, DevOps, CI/CD pipelines, and hybrid delivery models, combined with hands-on experience embedding QA in those environments. * Strong interpersonal skills with the ability to mentor through direct involvement, fostering collaboration and team development. EDUCATION & EXPERIENCE: * Bachelor's degree in computer science/technology/engineering, information technology, or equivalent discipline required * 10+ years of progressive QA experience in enterprise-scale environments, with consistent hands-on involvement in testing. * 5+ years in a QA management role, balancing leadership responsibilities with direct contribution. * Strong experience in web, mainframe, API, mobile QA (iOS & Android), including devices, simulators/emulators, and cloud-based test platforms. * Demonstrated ability to lead and implement automation frameworks across web, mobile, API, and mainframe platforms using Selenium with Java, WebdriverIO, Appium, RestAssured, and JMeter, integrated with CI/CD pipelines. * Experience in estimating, prioritizing, planning and coordinating testing activities. * Strong hands-on test case and test protocol writing skills. * Proficiency in test case design, execution, and documentation using multiple testing methodologies (functional, regression, integration, exploratory, performance). * Demonstrated ability to both lead and build automation frameworks across platforms, integrated with CI/CD pipelines. * Experience with modern test and defect management tools (Jira, TestRail, ALM, or equivalents). * Hands-on experience testing SOAP and REST APIs with Postman or equivalent tools. * Familiarity with compliance and regulatory testing in financial or other highly regulated domains. * Demonstrated success in QA leadership for modernization initiatives, with continuous personal involvement in testing and validation activities. FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$110k-139k yearly Auto-Apply 40d ago
Vice President, Business Partner
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position Primerica is a leading provider of financial products and services, including life insurance and asset management, to middle-income households in North America As a senior leader in the Finance Business Partner organization, this position will play a critical role in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on the Investments and Savings Products (ISP) segment. Working closely with senior leadership and stakeholders, this position will manage one or more Business Partner team members and will be responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements. This leader will report to the EVP, Treasury & Business Partner as one of two VP Business Partners in that organization. Responsibilities & Qualifications Key Responsibilities: Financial Business Support * Collaborate with business unit leaders to understand their objectives, challenges, and opportunities, and provide financial guidance and support accordingly. * Lead financial planning and analysis activities for various areas of the business with primary focus on the Investment & Savings Product (ISP) segment. This includes budgeting, forecasting, and variance analysis, to ensure alignment with organizational goals and objectives. * Will serve as subject matter expert for the economic arrangements and contributions of the ISP segment to the Company's financial performance. * Will support special projects and new initiatives as needed, and will provide overlap/continuity within Business Partner leadership Modeling and Monitoring * Develop and maintain financial models to assess the financial impact of strategic initiatives, investments, and business decisions. * Develop and monitor key performance indicators (KPIs) and financial metrics, identify trends, and proactively address issues or deviations from targets. * Responsible for design, development, and maintenance of models in Enterprise Performance Management (EPM) tool (Planful). Management Reporting * Prepare and present financial reports, presentations, and dashboards to senior management and stakeholders, highlighting key insights, trends, and recommendations. * Support quarterly and annual financial close through preparation and analysis of results for 10Q/10K filings and earnings releases. Expense Management & Budget Support * Assist relevant teams with budgeting and forecasting process, including target setting, resource allocation, and scenario planning. * Requires oversight of certain SOX controls and comfort with accounting principles including understanding of accruals, prepaid expenses, and account reconciliations. Team Leadership * Manage and develop staff in their support of Business Partner responsibilities and continued growth. * Promote a culture of accountability, transparency, and operational excellence within the function. Skills & Competencies * The position requires excellent analytical skills, with the ability to translate data into actionable recommendations. * Excellent communication skills and ability to convey financial concepts to non-financial stakeholders. * Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software. * Excellent organizational skills, effective time management, and attention to detail are critical to success. Excellent independent, interpersonal, and critical thinking skills and understands when to escalate. Minimum Qualifications * Bachelor's degree in finance, accounting, economics, business administration or any related discipline; MBA or advanced degree preferred. * 10+ years of progressive leadership experience in Corporate Finance, GAAP Financial Reporting, or other financial-focused management experience preferably within the financial services industry. * FINRA Series 6 license required but may be obtained within 6 months. Preferred Qualifications Experience in Corporate Accounting, Corporate Finance, Insurance/Investments is preferred. FINRA Series 6 is required but can be obtained post-hire. Experience with ERP and EPM systems/tools helpful. FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$138k-202k yearly est. Auto-Apply 43d ago
Complex Liability Adjuster - CGL & BOP Specialist
Berkshire Hathaway 4.8
Alpharetta, GA job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities Are you an experienced professional with a sharp eye for detail and a strong background in litigation? Join our team as a Complex Liability Adjuster, where you'll play a crucial role in managing Commercial General Liability (CGL) and Business Owners Policy (BOP) claims with precision and expertise. We're looking for someone who thrives in high-stakes environments, communicates with confidence, and knows how to navigate the legal landscape with precision. Key Responsibilities: Conduct thorough investigations of losses, identifying coverage issues and ensuring accurate assessments. Review and analyze evidence, reports, and medical records to establish damages and reserves. Interview insureds, claimants, and witnesses to gather essential information and build strong cases. Collaborate with legal teams to navigate complex litigation processes and defend our insureds effectively. Manage litigated claims involving CGL and BOP policies, including coordination with defense counsel, litigation strategy development, and resolution planning. Process payments efficiently, ensuring timely resolution of claims. Qualifications Prior experience adjusting Commercial General Liability claims with a proven track record in litigation is required. Juris Doctorate (JD) preferred, reflecting the value we place on strong legal acumen in managing complex liability claims. Licensing: Active TX All Lines License, or willingness to obtain one at company's expense. Exceptional written and verbal communication skills. Strong organizational and computer skills. Excellent time management skills with the ability to prioritize tasks effectively.
$38k-45k yearly est. Auto-Apply 11d ago
Sr Account Executive
Primerica Inc. 4.6
Lawrenceville, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Senior Account Executive will be responsible for promoting and selling the organization's products and services within the Primerica Print & Distribution center. Develop revenue generation through the creation of sales leads, initiation of prospect call, and establishment of ongoing rapport with existing and potential customers. Accountable for increasing sales/client ratio and expanding customer base. This is a hybrid position. The estimated salary range for this role is: $85K - $95K Responsibilities & Qualifications Essential Job Duties and Responsibilities * Generate sales through cold calls, pursue sales leads, visit existing and new customers who may be of strategic importance to the organization. * Identify, research, and contact prospective customers and build positive relationships to generate future sales and repeat business. * Refer sales leads, customer feedback, and information on competitor activity to appropriate contacts within the organization so they can respond to changing market conditions and customer demands. * Develop and implement sales strategies and account development plans to build a meaningful and executable pipeline of opportunities necessary to exceed monthly and annual goals through systematic sales touches with both existing and prospective accounts. * Oversee the entire sales cycle including account management, closing new prospective opportunities, building rapport, and educating both prospects and existing customers on our solutions and our competitive advantages. * Prepare clear and effective written ROI and RFP proposals and quotations for prospective and current customers. * Serve as key liaison between clients and production to create a seamless workflow. * Participate as a key team player by supporting operations as needed. * Develop long-term sales plans for key customers and monitor and adapt sales activities to meet objectives. * Establish and maintain effective working relationships with all Primerica internal support functions and departments. * Create and maintain accurate and timely records of all customer and prospect interactions. * Establish annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met. * Follow company policy and understand any rules or regulations governing the work being completed and impact work has on departments or company compliance. * Follow up with customers on past due accounts receivable when necessary. * Coach and mentor less experienced sales representatives to achieve their sales targets. * Perform other related duties and participate in special projects as assigned. Requirements * 6-10 years experience with commercial printing required * Knowledge of Commercial printing sales, products and services preferred. * Must possess strong communication, presentation, problem identification, and solution skills. * Strong influencing, negotiation, and time management skills. FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$85k-95k yearly Auto-Apply 60d+ ago
Warehouse Specialist
Primerica 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”. About this PositionThe Warehouse Specialist supports the Home Office by receiving, organizing, and delivering office supplies and forms. This position helps maintain a clean and organized warehouse and assists with the company's box storage system. The role requires attention to detail, dependability, and the ability to perform physical tasks safely and efficiently. Salary Range: $40,000 - $42,000 Hours: Monday - Friday 7:30am - 4:30pmResponsibilities & Qualifications Knowledge, Skills, and Abilities: Receive and verify deliveries from vendors Stock supplies and materials in the correct location Pull and prepare supplies or forms requested by departments Deliver supplies and forms to various departments within the company Assist with maintaining the company's box storage system: Retrieve and deliver boxes as requested Return boxes to proper storage Pull boxes for review or destruction Maintain cleanliness and organization in the warehouse Follow company policies, procedures, and safety standards Perform other duties as assigned Job Requirements: Basic computer knowledge Prior warehouse or material handling experience preferred Positive and professional attitude Ability to work flexible hours as needed Ability to lift and carry up to 70 pounds Mental Demands: Ability to read and follow instructions Attention to detail and accuracy Ability to handle busy or stressful situations Basic problem-solving and reasoning skills Clear verbal and written communication Physical Demands: Frequent standing, walking, lifting, carrying, pushing, and pulling Occasional climbing, squatting, kneeling, or twisting Exposure to dust, varying temperatures, noise, and heights Equipment Used: Computer and scanner Forklift and electric pallet jack Electric delivery cart and scissor lift Copier and telephone Ladder, mop, broom, and cleaning tools Minimum Requirements: High School Diploma Must be at least 21 years of age FLSA status: This position is exempt (not eligible for overtime pay): NoOur Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events 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.
$40k-42k yearly Auto-Apply 24d ago
Event Coordinator 1
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position Assist in the coordination, planning and execution of corporate field force meetings, conventions and incentive trips. Interacts with team members, senior management, communications, distribution and various other departments to complete assigned task. Provide assistance in coordination of services with outside vendors (hotels, Convention Centers, DMC, etc.). Assist senior planners and managers in executing all aspects of event when on-site executing an event. Provide direction and support to hotel, DMC, transportation staff and other personnel involved in executing event. Develop, test and maintain registration websites, monitor travel company and review and approve flights selected by field representatives. Validate event invoices and prepare for payment. This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week. The estimated salary range for this role is: 60K Responsibilities & Qualifications Essential Job Duties and Responsibilities * Assist with the planning and execution of corporate field events. Execute assigned task for each event which can vary by event (prepare rooming list, website development, prepare seating assignments, event décor, entertainment, air and ground transportation, VIP special handling, menus, etc.). Assist with development of registration website and print materials associated with incentive trip. Prepare email communication to qualifier with registration information. Assist with creation of registration reporting and provide to senior management. Assist with implementation of flight rules and dollars limits with Travel Company. Respond to phone and email inquiries. Evaluate and escalate inquiries with challenges that need further review. Provide assistance in all aspects of meeting when on-site executing an event. Identify and communicate challenges to management. Provide direction to hotel staff, transportation company, DMC and various others vendors. Assist with on-site registration process and provide exceptional customer service. Assist with development, validation and placement of event seating. Assist with the development of Event Mobile app using CVent software. identify and create materials to be included in app. Create promotional material related to app. Provide user support for Mobile App. * Provide support to website developer. Complete training on CVent website development. Notify department accountant of any accounting needs associated with website. Identify accounts to use for processing. Execute testing of websites and notify developer of changes required. Obtain owner approval to move into production. Monitor registration site and notify developer of any challenges. Monitor PayPal account when meeting has registration fees. Process special request. Support Convention registration process with Registration Company. Communicate specifications to Registration Company. Respond to field representative phone and email inquiries regarding Convention registration. * Assist in the management of event budgets. Monitor event expenses and identify any challenges. Elevate concerns to senior management. Assist with event expense validation and processing. Prepare event invoices for payment. Prepare field force travel reimbursements for payment. * Prepare Field Representative event final documents for distribution prior to event. Obtain appropriate approvals for documents. Research and Respond to phone and email inquires regarding events. Maintain department supplies and submit purchase orders for approval. Act as COB coordinator, prepare required documents and complete processes. Submit COB plan to management for approval. * When needed, provide assistance with large groups. Assist with operation of Gift Shop. Operate POS registers. Assist with Tours. Minimum Qualifications * Bachelor's degree in Hospitality, Business or equivalent experience * 4 - 5 years project coordination experience * Proficient in use of Microsoft Word, Excel, and PowerPoint.. Access helpful. * Excellent communication skills. * Ability to travel. * Ability to work weekends. * Strong Organizational skills. * Ability to interact with upper management. * Flexibility to handle multiple and changing priorities. * Ability to work independently. * Ability to organize and coordinate projects among diverse departments. * Ability to work well under pressure. #LI-ND1 FLSA status: This position is exempt (not eligible for overtime pay): No Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$34k-45k yearly est. Auto-Apply 60d+ ago
Stock Plan Data Migration Specialist, AVP
Morgan Stanley 4.6
Alpharetta, GA job
We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness, Non-Qualified Deferred Compensation and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you'll be part of - our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Within Morgan Stanley at Work Shareworks, Equity Edge Online (EEO), and Global Intelligence are key offerings within our Equity Solutions pillar. These offerings combine cutting-edge technology, outstanding client service, streamlined administration, and global plan management. Data Architect Migration Specialist role: The Data Architect Migration Specialist will play a pivotal role in the Global Onboarding Core Platform Transformation organization. The role is responsible for managing end-to-end projects for corporate clients and internal partners, focusing on operational support across equity administration platforms (EEO and Shareworks). Reporting to a Data Solutions Manager, the Data Architect Migration Specialist ensures efficient and accurate execution of various projects (dependent on team services): integration, data conversion, process management, administration, or execution of assigned clients' equity compensation programs. The role will require rapid understanding of each client's equity compensation plans to provide best-in-class services while on assignment. The ideal candidate is technically proficient and possesses strong project management, advanced data analytical and communication skills. They excel in building relationships with clients, colleagues, and stakeholders, driving successful project outcomes and contributing to process enhancement and product development. With a focus on adaptability and continuous improvement, the Migration Specialist thrives in a fast-paced environment and takes ownership of their responsibilities to ensure client success and satisfaction. Stock Plan Data Migration Specialist Responsibilities The successful candidate should have a combination of strategic and tactical problem-solving skills, be a self-starter and have strong technical experience with a proven track record of achieving success in a fast-paced, results-driven organization. * Assist in the execution of data conversion projects both in the public and private sectors to convert from a competitor's platform into Morgan Stanley's equity administration platforms * Lead assigned projects, ensuring timely completion of project deliverables * Build and maintain strong client relationships through positive interactions during project engagements * Collaborate closely with various stakeholders, including Sales and Marketing, Relationship Management, Client Services, Operations, Product, and Technology, to ensure client satisfaction on all projects * Partner with internal project leads and product managers to develop solutions that improve efficiency, reduce time spent on repetitive tasks, and address complex client issues * Perform data analysis and complex reconciliations of data throughout the project lifecycle Qualifications * Bachelor's degree required in business/finance or technology, computer science or related computer science experience is preferred * 3+ years of experience in data management within business consulting or equity compensation administration * Strong preference for expertise and hands-on experience with advanced ETL technologies, Robotics Process Automation, UiPath, Generative AI, Python, Dataiku or other database management software * Ability to proactively identify potential risks and issues, and develop effective solutions * Strong teamwork skills with the ability to problem-solve, learn quickly, share knowledge, multitask and adapt to constantly changing priorities * Working knowledge of equity-related accounting, tax, and legal concepts, both in the US and globally, is strongly preferred * Proven success in developing innovative solutions to complex client needs * Level 1 CEP certification is preferred but not required Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$85k-104k yearly est. Auto-Apply 60d+ ago
Compliance Attorney, Securities
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Securities Compliance Department of two Broker-Dealers and Registered Investment Adviser has an opening for a compliance attorney to join a team of Compliance Attorneys, Compliance Officers and Compliance Analysts. This role is responsible for reviewing securities laws and regulations, developing policies and procedures sufficient to comply with regulatory requirements, and conducting compliance testing to identify and manage regulatory risk. This person will be responsible for understanding the securities products offered by the Firm, including mutual funds, variable annuities, 529 Plans and a wrap-fee advisory product. This person will also be responsible for providing guidance and training to the business and registered representatives. This is a hybrid position that involves working 3 days onsite in the Duluth, Georgia office and 2 days remotely. The salary range $90-120k Responsibilities & Qualifications ESSENTIAL DUTIES AND RESPONSIBILITES: * Interpret new and existing securities laws and regulations and use knowledge and experience to provide guidance to business units across the broker-dealers and registered investment adviser. * Work directly with registered representatives and regulators such as FINRA, SEC and the Securities Divisions of each state on responses to regulatory inquiries. * Serve as subject matter expert and represent the Compliance Department in business meetings and on committees. * Analyze existing policies, procedures, processes, and controls to determine gaps or areas for improvement. * Assist the Compliance Department with researching and analyzing relevant compliance-related information in an effort to identify potential issues, trends, risks and/or training opportunities. * Create training that may include in person training or written training such as bulletins and publications. * Conduct compliance testing to ensure the broker-dealers and registered investment adviser are meeting regulatory requirements. * Prepare and submit timely regulatory filings, such as Form BD amendments, NSCC notifications, and other required filings to applicable regulators. * Work with business units to provide guidance and create, update, and/or enhance policies and procedures to achieve compliance with regulatory requirements. REQUIRED SKILLS AND ABILITIES: * Ability to manage multiple priorities and quickly and efficiently adapt to changes in procedures or policies * Ability to function independently as well as well as cooperatively * Ability to perform assigned tasks within the specified time frames and meet quality expectations * Ability to conduct research and provide management with proposed solutions * Thorough and detail-oriented with aptitude for identifying risk and capability to research complex problems and collaborate to create solutions * Microsoft Office products, e.g., Word, Excel, etc. * Excellent analytical, research, and writing skills * Excellent interpersonal relationship skills * Excellent verbal and written communication skills * Strong sense of ethics, accountability, and judgment MINIMUM REQUIRED QUALIFICATIONS: * Juris Doctorate * Bachelor's Degree * FINRA SIE, Series 7, 24 and 65/66 securities licenses (or obtained within 150 days of hire) PREFERRED QUALIFICATIONS: * 2-5 years of experience in the financial services industry * Experience with securities regulators, such as FINRA, SEC and the Securities Divisions of each state * Strong working knowledge and understanding of US securities laws and regulations * Relevant compliance experience, including policies and procedures development, compliance risk assessments, responding to regulatory inquiries, completing regulatory filings etc. * Comprehensive understanding of mutual funds, annuities and/or advisory products * Experience with FINRA Gateway and/or WebCRD FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$90k-120k yearly Auto-Apply 43d ago
Customer Service Rep 1 - Bilingual
Primerica 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”. About this PositionCustomer Service Rep 1 - Bilingual works in the Field Compensation Department and answers telephone and written inquiries from agents. The candidate recognizes priority situations and understands when and how to notify appropriate parties and performs all corrections identified during call. They will also document all research findings thoroughly.Responsibilities & Qualifications Deliver exemplary customer service to Primerica agents. Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. Recognizes priority situations and understands when to notify appropriate parties. REQUIRED QUALIFICAITONS Fluency in English and Spanish, is essential. This includes the ability to speak, read, and write in both languages. Minimum 3 year of call center customer service experience is a plus Minimum high school diploma or GED Excellent PC skills Intermediate skills in Microsoft Word Excellent verbal and written communication skills Excellent customer service skills Attention to detail Ability to maintain knowledge of company's products and procedures Ability to work under pressure and communicate professionally with irate customers Strong problem solving and decision making skills Ability to organize and present facts in a clear and concise manner in both speech and correspondence Ability to handle high-volume calls FLSA status: This position is exempt (not eligible for overtime pay): NoOur Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events 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.
$24k-30k yearly est. Auto-Apply 60d+ ago
Manager, Infrastructure Engineering
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The IT Infrastructure Engineer Manager is responsible for leading a team of Systems Engineers supporting mission-critical infrastructure across Unix, Linux, WebSphere and F5 environments. This role combines technical leadership with operational oversight, ensuring the reliability, scalability, and security of distributed systems. The Manager will perform hands-on tasks, delegate responsibilities, and collaborate with cross-functional teams to support application hosting, infrastructure upgrades, and automation initiatives. The ideal candidate will have 5 to 10 years of experience designing, implementing, and maintaining enterprise-grade Unix/Linux infrastructure, with expertise in F5 load balancing technologies. The candidate should be well-versed in virtualization, automation, and monitoring solutions, and capable of managing a team in a fast-paced, dynamic environment. Strong communication skills and the ability to work across multiple teams and management levels are essential Responsibilities & Qualifications Job Responsibilities: * Lead a team of Unix/Linux/F5 Systems Engineers (junior and senior level) * Oversee day-to-day operations of AIX, RHEL, and F5 environments * Manage team schedules, priorities, and workload distribution * Act as first point of escalation for technical and operational issues * Participate in on-call rotation and ensure timely incident resolution * Attend project planning meetings and assign work responsibilities * Drive automation and continuous improvement initiatives * Ensure compliance with security and operational standards * Coordinate with application teams, developers, and other infrastructure groups Minimum Qualifications: * Bachelor's degree in in related field or Industry experience in infrastructure management * 5-10 years of Unix/Linux systems administration experience * 3-5 years of experience managing F5 load balancers * Strong command-line skills and shell scripting * Experience with virtualization platforms (PowerVM, VMware) * Familiarity with automation tools * Experience with monitoring tools (Nagios, SolarWinds, etc.) * Proven track record in patch management and infrastructure upgrades * Excellent problem-solving and analytical skills * Strong verbal and written communication skills * Experience communicating with upper management FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$83k-104k yearly est. Auto-Apply 60d ago
2027 KBW Investment Banking Summer Analyst - Atlanta
Stifel 4.8
Atlanta, GA job
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing KBW's Investment Banking 10-Week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director levels, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings. The Summer Analyst internship program is designed to provide an opportunity for career exploration and to enhance the development of students' potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects. What We're Looking For Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess both the following required and desired qualifications: * Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment * Excellent quantitative, interpretive, and analytical skills * Demonstrated leadership and disciplined work ethic * Excellent verbal and written communication skills * Significant exposure to finance and accounting * Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills * Superior attention to detail * Experience with financial modeling and analysis preferred * Well-rounded set of interests and involvement in extra-curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors. What You'll Bring The program will provide Summer Analyst with an in-depth understanding of the daily responsibilities of an Investment Banking analyst. Interns will assume significant responsibilities that include but are not limited to the following: * Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions * Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis * Conduct company and industry research and gain an in-depth understanding of sector trends * Prepare client presentation materials in coordination with internal deal team and clients * Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings * Engage in company and credit-oriented research and due diligence processes * Prepare financial and transaction documents including marketing memoranda * Contribute to the development and communication of proposals and advice to current and prospective clients What's Next Once your application has been received, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview. Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability. Posting End Date: All applications must be received by December 14 at 11:55pm ET to be considered. Stifel offers several Investment Banking Summer Analyst opportunities in a variety of office locations. Students interested in multiple locations under Stifel and Stifel's branded partners (KBW and Eaton Partners) are permitted to apply to no more than 3 Investment Banking opportunities. Education & Experience * Pursuing an undergraduate degree with an anticipated graduation date between December 2027 - May 2028 * Minimum GPA of 3.5 or above * Resume must include expected graduation month/year and GPA * Resume must be submitted in PDF format. * Authorization to work in the U.S. Systems & Technology * Proficiency in Excel and PowerPoint About Stifel Keefe, Bruyette & Woods, A Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. The firm maintains industry‐leading positions in the areas of mergers and acquisitions, initial public offerings, secondary offerings, research, as well as sales & trading in equities securities of financial services companies. The firm's investment banking division provides a broad range of services to depositories, insurers, broker-dealers, mortgage banks, asset managers, REITs, specialty finance firms, securities exchanges and fintech companies. KBW professionals advise clients on M&A origination and advisory transactions, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 100 seasoned investment banking professionals around the world, KBW focuses their resources on developing long-term relationships to help clients navigate increasingly interrelated global financial markets. KBW has advised on 10 of the 15 largest bank M&A deals since 2020. Since KBW's founding in 1962, the lifeblood of the business has been the relationships the team of professionals develop with their clients, with investors, and with each other. At KBW, you'll join a group of over 400 hardworking visionaries with deep domain expertise and a unique understanding of the rapidly changing financial services industry. KBW is committed to providing an entrepreneurial environment that encourages expansive, long-term thinking. We value diversity and aim to foster a results-driven culture that promotes from within and empowers people of all backgrounds to succeed.
$63k-82k yearly est. Auto-Apply 19d ago
Telecom Support Engineer
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The IT Voice Engineer position will assist with supporting our current Unified Communications Platform, supporting our end users and maintaining all related documentation. This position will be responsible for processing New Hires, Transfers and Terminations system wide. This will include extension assignments, voicemail, and other voice related applications. In addition, this position will support end users including training, maintaining training materials, fielding questions from users and repairs. Responsibilities & Qualifications Job Responsibilities * Process extension assignments, provision voicemail, conference accounts and maintaining all related records. This will involve updates to our Communications Manager, System Manager, IXMessaging, and IX Conferencing systems. * Support our end users, to include: Desk Phones, Soft Phones, Conference Room Phones, VPN Phones, Voicemail, Conference accounts, Desktop Applications, Mobile Application, Sentry e911 Gatekeeper. Included in an on-call rotation with the team, using the JIRA ticketing system. * Manage corporate mobile devices including overseeing contracts, handling replacements of mobile phones and tablets, coordinating with telecom providers for issue resolution, and supporting daily operational needs related to mobile services. Required Qualifications: * Bachelor's degree in in related field or Industry experience in infrastructure management * 2 - 3 years of experience * Exposure to Unified Communications platforms (e.g., Cisco, Avaya, or similar). * Basic understanding of voice systems, including desk phones, softphones, voicemail, and conferencing tools. * Experience with ticketing systems (e.g., JIRA, ServiceNow) for tracking and resolving user issues. * Familiarity with mobile device support, including basic troubleshooting and coordination with telecom providers. * Ability to follow documented procedures for provisioning users (e.g., new hires, transfers, terminations). * Strong customer service orientation and communication skills for supporting end users. * Basic knowledge of networking concepts (e.g., VPN, IP addressing) is a plus. Required Knowledge, Skills and Abilities * Internship or entry-level experience in IT or telecom support. * Exposure to VoIP technologies and e911 systems. * Experience working in a corporate IT environment or help desk setting Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities * CompTIA A+ or Network+ * Cisco CCNA or Similar Vendor certification (Voice or Collaboration) - entry-level exposure * ITIL Foundation This is a hybrid position located in Duluth, GA FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$80k-102k yearly est. Auto-Apply 16d ago
Customer Service Estimator
Primerica Inc. 4.6
Lawrenceville, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position CSR ensures that each print job is produced efficiently and to customer's specification. Prepares a cost estimate for printing jobs by determining the most economical method of manufacture and considering production capacity of man and machine. Once print job is awarded, the CSR must produce job ticket including all information pertinent to all areas of production and distribution. Responsibilities & Qualifications Serves both Sales Reps and Customers as primary contact and source of information on particular jobs. CSR must obtain detailed specifications from client or salesperson in order to estimate a print job accurately. This requires extensive knowledge of the printing process and of our production capabilities. Once all specifications have been gathered the CSR must estimate the cost of each job including materials and labor using our estimating software. That estimate will then be presented to the salesperson or to the client directly. Receive job from Customer or Sales Rep Once a printing estimate has been approved, the CSR will compare information with estimate and discuss any differences with Customer or Sales Rep. CSR will then write up a job jacket placing it into production. CSR verifies availability of materials, coordinates outside services and vendors and finalizes scheduling with production management. Job knowledge and details are crucial to ensure accuracy and efficiency is achieved in all areas of production. Tracks job through production and communicates any issues or changes to plant personnel, Customers and Sales Reps. CSR must keep accurate records of all jobs and customer contacts so both company and customer are protected should questions arise later. Coordinate proof approvals and set up press checks if required. Any changes during production process must be priced, documented and communicated by CSR to client and production team. Compare finished product with estimate CSR will review and verify final costs to ensure accurate billing and release invoice to Accounts Receivable/Bookkeeping. Delivery or shipping of product CSR is responsible for coordinating with shipping department the means to which product will be arrive at destination. Required Education Some college or Associate's degree Areas of Study Estimating & Print Knowledge Years of Experience 3 - 5 years Required Knowledge Excellent written and verbal communication skills. Attention to detail is a must. Computer and typing skills. FLSA status: This position is exempt (not eligible for overtime pay): No Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$105k-139k yearly est. Auto-Apply 11d ago
Compliance Officer, Securities
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Securities Compliance Department of two Broker-Dealers and Registered Investment Adviser has an opening for a compliance professional or an attorney to join a team of Compliance Attorneys, Compliance Officers and Compliance Analysts. This role is responsible for reviewing securities laws and regulations, developing policies and procedures sufficient to comply with regulatory requirements, and conducting compliance testing to identify and manage regulatory risk. This person will be responsible for understanding the securities products offered by the Firm, including mutual funds, variable annuities, 529 Plans and a wrap-fee advisory product. This person will also be responsible for providing guidance and training to the business and registered representatives. This is a hybrid position that involves working 3 days onsite in the Duluth, Georgia office and 2 days remotely. The salary range for this position is 90k-120k Responsibilities & Qualifications ESSENTIAL DUTIES AND RESPONSIBILITES: * Interpret new and existing securities laws and regulations and use knowledge and experience to provide guidance to business units across the broker-dealers and registered investment adviser. * Work directly with registered representatives and regulators such as FINRA, SEC and the Securities Divisions of each state on responses to regulatory inquiries. * Serve as subject matter expert and represent the Compliance Department in business meetings and on committees. * Analyze existing policies, procedures, processes, and controls to determine gaps or areas for improvement. * Assist the Compliance Department with researching and analyzing relevant compliance-related information in an effort to identify potential issues, trends, risks and/or training opportunities. * Create training that may include in person training or written training such as bulletins and publications. * Conduct compliance testing to ensure the broker-dealers and registered investment adviser are meeting regulatory requirements. * Prepare and submit timely regulatory filings, such as Form BD amendments, NSCC notifications, and other required filings to applicable regulators. * Work with business units to provide guidance and create, update, and/or enhance policies and procedures to achieve compliance with regulatory requirements. REQUIRED SKILLS AND ABILITIES: * Ability to manage multiple priorities and quickly and efficiently adapt to changes in procedures or policies * Ability to function independently as well as well as cooperatively * Ability to perform assigned tasks within the specified time frames and meet quality expectations * Ability to conduct research and provide management with proposed solutions * Thorough and detail-oriented with aptitude for identifying risk and capability to research complex problems and collaborate to create solutions * Microsoft Office products, e.g., Word, Excel, etc. * Excellent analytical, research, and writing skills * Excellent interpersonal relationship skills * Excellent verbal and written communication skills * Strong sense of ethics, accountability, and judgment MINIMUM REQUIRED QUALIFICATIONS: * Bachelor's Degree * FINRA SIE, Series 7, 24 and 65/66 securities licenses (or obtained within 150 days of hire) PREFERRED QUALIFICATIONS: * MBA, Juris Doctorate or other advanced degree * 2-5 years of experience in the financial services industry * Experience with securities regulators, such as FINRA, SEC and the Securities Divisions of each state * Strong working knowledge and understanding of US securities laws and regulations * Relevant compliance experience, including policies and procedures development, compliance risk assessments, responding to regulatory inquiries, completing regulatory filings etc. * Comprehensive understanding of mutual funds, annuities and/or advisory products * Experience with FINRA Gateway and/or WebCRD FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$37k-55k yearly est. Auto-Apply 51d ago
Business Analyst 1
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The position supports the Licensing Department through maintaining, updating, and modifying the Licensing Decision Support System (LDSS). A working knowledge of theories, practices, and procedures within the Project Management Life Cycle is required. The incumbent is expected to analyze business needs and provide technical solutions to new and existing problems and issues. Licensing systems impact other others in the Company and the ideal candidate possesses a positive attitude while working with other individuals and groups. Knowledge of Company databases, processes, goals, and culture is a plus. Salary Range: $55 - $65K This is Hybrid Role: Two days a week in office. Responsibilities & Qualifications Job Description * Responsible for planning and overseeing projects to ensure they are completed in a timely fashion and within budget (if applicable). * Plan and designate project resources, prepare budgets (if applicable), monitor progress, and keep stakeholders informed the entire way. * Analyze business needs and provide technical solutions to new and existing problems and/or issues. * Devise and recommend solutions and options for system design and enhancements. * Develop and maintain statistical reports as needed daily, weekly, monthly for all levels of management. * 2-3 years' experience in Technical, trade or business school and Project Management * 2-3 years' experience Acting as liaison between business users and programmers to ensure the projects meet outlined objectives and resolve system issues. * 2-3 years' experience Handled Multiple priorities simultaneously, worked independently with limited direction from management. * 2-3 years' experience Significant Knowledge/experience with MS office (Word, Excel, PowerPoint, Access), SQL, COBOL and DB2 * 2-3 years' experience using Jazz, Java, and Confluence * 2-3 years' experience using Waterfall. FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$55k-65k yearly Auto-Apply 19d ago
Underwriting & Risk Analyst
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Underwriting & Risk Analyst plays a key role in advancing underwriting research and development by applying quantitative analysis to evaluate risk and improve decision-making. This role conducts cost/benefit analyses and mortality studies to measure the financial impact of underwriting strategies and product designs. By integrating data-driven insights with innovative methodologies, the analyst helps refine risk selection, enhance pricing accuracy, and support sustainable growth. They will work closely with President, Chief Underwriter and Medical Director of Primerica Life on assessment of new data and tools. Responsibilities & Qualifications * Research new and existing external data sources and evaluate their impact on risk segmentation and underwriting performance * Collaborate with underwriting, claims, actuarial, and R&D teams to explore emerging methodologies, data sources, and innovative opportunities * Participate in cross-functional groups to integrate analytical findings into underwriting strategy, workflow enhancements, and R&D initiatives * Share research insights through presentations and discussions with leadership * Support development and testing of predictive models and underwriting tools including data preparation, variable selection, and model validation * Conduct mortality, morbidity, and experience studies to assess a/e outcomes and the value of underwriting methodologies * Perform cost/benefit analyses of underwriting requirement modifications, rule changes, and process improvements * Conduct validation studies comparing predictive model outputs to historical underwriting outcomes while documenting methodologies, assumptions, and findings * Translate complex analytical, actuarial, and statistical findings into clear actionable recommendations * Partner with actuaries to refine assumptions, assess model interpretability, and ensure alignment with pricing and risk expectations * Identify underwriting practices that correlate with favorable or unfavorable mortality experience and recommend strategic adjustments * Design and maintain dashboards that track underwriting performance such as placement rates, risk metrics, and predictive model results * Develop executive-level presentations summarizing research insights, statistical findings, and impact on the business * Lead analytic projects that align with R&D initiatives across multiple departments within life insurance operations * Query and analyze data using tools such as SQL, MS Access, Python, Palantir Foundry, and others as required * Create reports, presentations, and visual dashboards in support of department or business operations * Regularly present and provide insights to senior leadership * Expertise in quantitative data analysis methods and data mining * Excellent diagnostic and problem solving skills to analyze and identify discrepancies within data sets to identify solutions * Strong strategic thinking skills with the ability to translate trends and analyses into actionable recommendations * Ability to align projects with company objectives and discuss actionable insights with stakeholders * Effective communication across diverse audiences * Ability to handle ambiguity while striving for clarity EDUCATION, EXPERIENCE & CERTIFICATIONS * 3-5+ years of experience in analytics-focused roles required * Experience in life insurance or actuary preferred * Progression towards actuarial exams or data science certificates is a plus * Bachelor's Degree or equivalent experience required * Master's Degree in Data Analysis, Data Science, Statistics, or Actuarial Science preferred * Advanced proficiency in Database Management Software (WinSQL, dBeaver, or equivalent), PowerBI, and MS Office suite required * Proficiency in Palantir Foundry and programming language (Python, R, or equivalent) preferred * Experience in the Life Insurance or medical industry is a plus FLSA status: This position is exempt (not eligible for overtime pay): Yes Our Benefits: * Day one health, dental, and vision insurance * 401(k) Plan with competitive employer match * Vacation, sick, holiday and volunteer time off * Life and disability insurance * Flexible Spending Account & Health Savings Account * Professional development * Tuition reimbursement * Company-sponsored social and philanthropy events 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.
$52k-70k yearly est. Auto-Apply 15d ago
Windows Infrastructure Engineer - Director
Morgan Stanley 4.6
Alpharetta, GA job
Join a world-class cybersecurity team at a leading global financial services firm, where your work will directly protect over 300,000+ endpoints across the globe. If you're passionate about securing enterprise infrastructure at scale and thrive in high-impact environments, we want to hear from you. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is an Infrastructure Engineering position with an emphasis on Cybersecurity and endpoints on a global basis. What you'll do in the role: * Be part of a Global cross-disciplined Agile team working with DevOps practices within the firms Endpoint Security fleet. * Work with Desktop Security products such as Microsoft Defender, Defender for Endpoint, Bitlocker, Crowdstrike and Tanium. * Have strong Windows Desktop/Infrastructure/Security knowledge and experience working in very-large enterprise, on-premises and cloud environments. * Have strong analytical and problem-solving abilities, coupled with excellent development, communication, and organizational skills. * Be responsible for continuously improving the quality of our technology solutions, through a range of methods including peer review, retrospectives and refactoring as required. * Communicate regularly with product owners across the global technology organization and discuss opportunities for improvement to existing and future technology solutions. * Manage multiple functions or guide junior staff and initiatives. What you'll bring to the role: * At least 4 years of hands-on Information Technology experience. * Strong knowledge of Windows Operating System running in a large corporate infrastructure (000s+ endpoints). * Ability to troubleshoot complex Windows OS environments. * Competency with any scripting languages such as PowerShell, Python, Perl, etc. * Experience in Design/Engineering/Architecting new solutions from Proof of Concept to Production. * Interest in cyber security technologies, open to constantly learn. * Experience with SCCM/In-Tune for software deployment management. * Experience with incident, problem, and change management processes. * Certifications such as CISSP, Microsoft Certified: Cybersecurity Architect, GIAC are considered a plus. What you can expect from Morgan Stanley: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. At Morgan Stanley, we support the Firm's global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, data analytics, cloud engineering, cybersecurity and digital technologies. Morgan Stanley has been rooted in the community since 2008 and is considered a leading employer among the area's highly skilled technology talent. There's ample opportunity to move across the businesses for those who show passion and grit in their work. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $95,000 to $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$95k-135k yearly Auto-Apply 60d ago
Part Time Branch Office Administrator
Edward Jones 4.5
Edward Jones job in Jasper, GA
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 95 Whitfield Dr Ste B, Jasper, GA This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: + Medical and prescription drug coverage, + Health Savings Account and Flexible Spending Account, + Voluntary Benefits (such as accident, hospital indemnity, and critical illness), + Well-being programs (such as the Employee Assistance Program), and + Retirement Plan (if compensated for 1,000 hours of service during the plan year). + In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $21.38 **Hiring Maximum:** $22.71 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$38k-49k yearly est. 18d ago

Edward Jones jobs in Atlanta, GA

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