Salesforce Administrator Job at GalaxEsystems, Plano, TX

WVFBbkkxU0xvalpsWWtWbzMzZzc0YmVZQ0E9PQ==
  • 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

GovServicesHub

Python Developer Job at GovServicesHub

 ...Title: Python Developer Location: Plano, TX Requirements We are seeking a Python Developer with strong analytical and technical...  ...in Plano, TX . The ideal candidate will have hands-on experience with Python libraries for data analysis, version control... 

Hubler Nissan

Used Car Sales Consultant Job at Hubler Nissan

 ...week RESPONSIBILITIES:* Approach, greet, and offer assistance or direction to any customer who enters the dealership showroom or sales lot. * Assist customers in selecting a vehicle by asking questions and listening carefully to their responses.* Explain product... 

Label Shopper

Retail Management Job at Label Shopper

 ...~ Day shift ~ Evening shift Education: ~ High school or equivalent (Preferred) Experience: ~ Customer service: 2 years (Preferred) Ability to Relocate: ~ Amherst, VA 24521: Relocate before starting work (Required) Work Location: In person... 

Broad River Rehabilitation

MDS Coordinator - RN or LPN Job at Broad River Rehabilitation

MDS Coordinator - Open to RN and LPN Candidates Part Time Position-Flexible Schedule! Come join our team in the greater Raleigh...  ...Monday- Friday, position! This is a unique opportunity for an MDS Nurse to ALWAYS get to be an MDS Nurse - would you like to be able to... 

Insight Global

Medical Receptionist Job at Insight Global

 ...learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements ? High school diploma or equivalent required 2 years office experience, preferably in medical setting