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

Aerotek

Forklift Operator / Warehouse Associate Job at Aerotek

**Job Title: Forklift Operator / Warehouse Associate****Responsibilities**+ Receive and unload products from delivery trucks and unload them using a forklift.+ Operate forklifts to transport heavy materials to designated areas within the warehouse.+ Stock and manage... 

Rinvio Recruitment

Jewelry Sales Consultant Job at Rinvio Recruitment

 ...The Jewelry Consultants offer a great experience. As a Jewelry Consultant, you will help customers through their shopping journey using different ways to connect with them: in-person visits, virtual appointments, phone calls, or live chat! You will assist customers... 

OrthoWest MSO LLC

Physical Therapy Assistant Job at OrthoWest MSO LLC

 ...Physical Therapy Assistant We are seeking a dedicated and compassionate Physical Therapy Assistant to join our healthcare team. In this role, you will work closely with licensed physical therapists to help patients recover from injuries, surgeries, or illnesses,... 

Rinvio Recruitment

Jewelry Sales Consultant Job at Rinvio Recruitment

 ...Our Jewelry Sales Consultants give customers a wonderful experience. As a Jewelry Sales Consultant, you will help customers from the beginning to the end of their purchase. This can happen in several ways: in-person or online appointments, over the phone, or through... 

Amtrak

Carmen Journeymen Ful - 90006189 - Rensselaer, NY Job at Amtrak

 ...Your success is a train ride away! As we move Americas workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States...