Salesforce Administrator Job at GalaxEsystems, Plano, TX

bjZmek56alNvRHo0Mk1OQ1VkWndtK2xoeEE9PQ==
  • GalaxEsystems
  • Plano, TX

Job Description

Salesforce Admin (No Developer)
Location: Plano TX
W2 Position
Visa: USC/GC/H1 Transfer 

Job Duties
User Management
Create and manage user accounts, roles, profiles, permission sets, and access controls.
Provide support and training to end-users in the financial domain.
Data Management
Import, export, and maintain clean, consistent, and accurate client data.
Handle data deduplication, data integrity checks, and regular data audits.
Customization & Configuration
Customize FSC-specific components such as Financial Accounts, Goals, Assets, and Liabilities.
Configure page layouts, record types, custom fields, validation rules, and workflows to meet business needs.
Process Automation
Create and maintain automation using Process Builder, Flows, and Approval Processes.
Automate tasks for financial advisors, relationship managers, and service agents.
Security & Compliance
Ensure data security and compliance with industry regulations such as FINRA, SEC, and GDPR.
Implement and monitor field-level security and encryption where required.
Reports and Dashboards
Develop and manage custom reports and dashboards for performance tracking and compliance.
Create visual insights into client portfolios, financial goals, and engagement metrics.
Integration & Support
Work with APIs and AppExchange products to integrate with banking, wealth management, or insurance systems.
Provide support during FSC upgrades, patch releases, and app installations.
Documentation & Training
Maintain system documentation, SOPs, and training materials tailored to financial users.
Conduct onboarding and refresher training for users across various financial departments.
Stakeholder Collaboration
Liaise with wealth managers, compliance teams, and IT stakeholders to gather and refine business requirements.
Translate financial business needs into Salesforce capabilities and best practices.
System Health & Maintenance
Perform regular health checks, sandbox refreshes, and data backups.
Stay updated on Salesforce releases and recommend relevant FSC enhancements.

Job Tags

Similar Jobs

Sysco

Sales Representative Job at Sysco

 ...Are you an experienced Sales Professional, Restaurant Manager, Culinary Manager or Chef looking for career development opportunities...  ...and cell phone provided Career pathing opportunities for both entry level, and experienced individuals Opportunity to be part of a... 

Expert Staffing West

Extrusion Operator Job at Expert Staffing West

 ...Night Shift) Location: Ontario, CA Shift: 5 PM- 5 AM Seeking an Extrusion Operator for night shift operations in a plastics manufacturing environment. Responsibilities: Operate extrusion machinery in accordance with work orders Work safely with heated... 

Johns Hopkins Medicine

Psychiatric Case Manager Job at Johns Hopkins Medicine

 ...ensuring a streamlined point of entry for all mental health service referrals. Responsibilities include identifying cases that qualify for case management and psychiatric rehabilitation, while maintaining an up-to-date knowledge of available resources. The position also... 

CrewBloom

Call Center Agent (REMOTE) Job at CrewBloom

 ...We are seeking dependable and customer-focused Remote Call Center Agents to join our growing team. This full-time, remote position involves handling a variety of inbound and outbound calls to support our customers across several key departments: Member Services... 

Legacy Harbor Advisors

Virtual Sales Representative - No Cold Calling Job at Legacy Harbor Advisors

 ...sales team. Enjoy the flexibility of working from home, world-class mentorship, and unlimited...  ...Oriented - You thrive in a results-driven, independent work environment. Resilient &...  ...Details: Position Type: 1099 Independent Contractor (Commission-Based) Eligibility: U.S....