Richardson GMP Ltd.
Salesforce Administrator at Richardson Wealth
Job Description
Enhance operational efficiency as a Salesforce Administrator with Richardson Wealth. This role involves strong problem-solving skills and Salesforce configuration expertise to support our wealth management platform.
As a key member of our team, you'll manage Salesforce configurations, user settings, and data integrity. This position is vital for maximizing our Salesforce Financial Services Cloud (FSC) capabilities. You will also provide frontline technical support and user assistance to ensure smooth operations across the platform.
Key Responsibilities: • Customize Salesforce fields and record types for business needs • Manage users, roles, and permissions effectively • Conduct data imports, exports, and cleansing activities • Perform regular system maintenance and updates • Identify process improvements and support automation initiatives
Requirements: • 2-4 years in Salesforce Administration or similar roles • Salesforce Administrator certification required ...
As a key member of our team, you'll manage Salesforce configurations, user settings, and data integrity. This position is vital for maximizing our Salesforce Financial Services Cloud (FSC) capabilities. You will also provide frontline technical support and user assistance to ensure smooth operations across the platform.
Key Responsibilities: • Customize Salesforce fields and record types for business needs • Manage users, roles, and permissions effectively • Conduct data imports, exports, and cleansing activities • Perform regular system maintenance and updates • Identify process improvements and support automation initiatives
Requirements: • 2-4 years in Salesforce Administration or similar roles • Salesforce Administrator certification required ...