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

Vacation Advertiser

Junior Travel Agent Job at Vacation Advertiser

 ...Job Title: Junior Travel Agent Location: Remote U.S., Mexico, Caribbean, UK, Australia Based Only Job Type: Flexible Schedule / Independent Contractor Begin Your Travel Career with Purpose and Flexibility! Vacation Advertiser is growing and looking for enthusiastic... 

Compass Outreach, Inc.

Homeless Shelter Case Manager Job at Compass Outreach, Inc.

 ...resources and social services available to individuals experiencing homelessness. ~Crisis intervention and problem-solving skills. ~...  ...experience in case management, social services, or homeless shelter environments. Peer support experience preferred.~Criminal... 

Wesley Finance Group

Remote Insurance Sales Executive — Fast Closings & Travel Job at Wesley Finance Group

A leading financial services firm in California seeks a motivated Sales Executive to work remotely and connect with potential clients across the nation. This role offers a customizable schedule, in-depth training, and prompt commission payouts. Ideal candidates will uphold...

JPMorgan Chase & Co.

Wealth Management Associate — Private Banker Job at JPMorgan Chase & Co.

A leading financial services firm in the U.S. seeks a Private Banker Associate. This role involves supporting a Senior Banker with client acquisition, retention, and overall wealth management. Responsibilities include daily client management and sales support for investments... 

Vacation Advertiser

Global Travel Agent Job at Vacation Advertiser

 ...Job Title: Global Travel Agent Location: Remote U.S., Mexico, Caribbean, UK, and Australia Only Job Type: Independent Contractor...  ...and manage multiple tasks Comfortable using computers, online research, and booking platforms Previous experience in customer...