What are the responsibilities and job description for the Salesforce Administrator position at Fiduciary Trust Company?
We are seeking a skilled Salesforce Administrator with experience in the financial services industry to join our team. This role is responsible for managing, customizing, and optimizing our Salesforce platform to support business processes, enhancing user experience, and ensuring data integrity. The ideal candidate has a deep understanding of Salesforce best practices and financial services workflows. This role will be responsible for workflow configuration, dashboard configuration, user support, data management, reporting, and continuous improvements to enhance business operations. The ideal candidate has strong problem-solving skills, technical expertise, and the ability to work cross-functionally with different teams.
Primary Responsibilities
- Maintain and customize Salesforce, including user setup, roles, profiles, permission sets, workflows, and security settings.
- Create and manage custom objects, fields, page layouts, validation rules, flows, and process automations.
- Provide support for end-users, troubleshoot issues, and conduct training to enhance system adoption.
- Ensure data accuracy, perform deduplication, and manage imports/exports using tools like Data Loader or third-party integrations.
- Develop reports, dashboards, and analytics to support business decision-making.
- Work with third-party applications and APIs to enhance Salesforce functionality and automate processes.
- Monitor system health, stay up-to-date with Salesforce releases, and implement best practices.
- Collaborate with business units to gather requirements and improve workflows that enhance operational efficiency.
Required Skills and Characteristics
- 10-15 years experience with 5 years hands-on Salesforce Administrator experience.
- Strong knowledge of Salesforce Financial Services Cloud or experience in financial services.
- Proficiency in configuring Salesforce features such as Workflows, Reports, Dashboards, and Data Management.
- Experience leading a new implementation Financial Service Cloud.
- Ability to develop and optimize reports and dashboards to support business insights.
- Experience with user access management, security settings, and data governance best practices.
- Understanding financial regulations and compliance requirements (e.g., KYC, AML, SEC).
- Excellent problem-solving skills and ability to translate business needs into Salesforce solutions.
Preferred Skills and Characteristics
- Experience with Financial Service Cloud, and third-party integrations.
- Knowledge of Salesforce development tools (Apex, Visualforce, Lightning Components) is a plus.
- Salesforce certifications (Advanced Admin, Platform App Builder, etc.).
