CRM Systems Administrator
Bartlett Wealth ManagementHighlight
Summary
About the Role
About You
- Bachelor’s degree in IT, Business Administration, or another related field.
- Salesforce Certified Administrator certification required.
- 3-5 years of relevant work experience with a financial services/wealth management firm.
- Salesforce Certified Advanced Administrator certification.
- Salesforce Platform Developer I certification highly desirable.
- Strong aptitude and experience working with wealth management systems.
Benefits
- Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance.
- 401(k) retirement plan with company match and profit sharing.
- Generous paid time off and holidays.
- Paid parental and medical leave.
- Professional development and training opportunities.
- Supportive and collaborative team culture.
- Hybrid work schedule.
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning