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Bartlett Wealth Management · 1 day ago

CRM Systems Administrator

Cincinnati, OH

Full-time

Hybrid

Mid Level

3+ years exp

Bartlett Wealth Management is a company focused on providing exceptional client service in the financial services sector. The CRM Systems Administrator will manage and support the technical aspects of the company’s CRM platform, ensuring data integrity and facilitating system integrations while collaborating with management and key user groups to implement efficient processes.

ConsultingCrowdfundingFinancial Services

Responsibilities

Provide support and system administration for CRM, including user roles, permissions, and workflows

Collaborate with MSP for escalated issues and system enhancements

Ensure data integrity and compliance with governance standards

Provide support for existing API-based integrations and ETL processes between CRM and other systems

Assist in developing new workflows for efficiency and scalability

Write and execute scripts to automate system tasks

Manage network folder structures and permissions

Perform Microsoft Active Directory tasks (unlock accounts, grant permissions)

Provide Tier 1/Tier 2 technical support for applications and systems

Troubleshoot user issues across CRM and related platforms

Qualification

Salesforce Certified AdministratorAPI-based integrationsMicrosoft Active DirectoryWealth management systemsScriptingAutomationClient serviceTeam playerProblem-solvingOrganizational skillsCommunication skills

Required

Bachelor's degree in IT, Business Administration, or another related field is preferred

3-5 years of relevant work experience with a financial services/wealth management firm is preferred

Strong aptitude and experience working with wealth management systems is preferred. Systems include, but are not limited to, Addepar, Redblack, Practifi

Salesforce Certified Administrator certification required

Salesforce Certified Advanced Administrator certification a plus

Salesforce Platform Developer I certification highly desirable

Strong aptitude and proficiency in technology solutions, including but not limited to, Adobe Acrobat and Microsoft Office Suite (Excel, Word, and Outlook)

Proficiency in digital document filing systems is a plus

Must foster a team player environment

Dedicated to providing legendary client service

Excellent English grammar, vocabulary, spelling, and punctuation – oral and written

Must have the ability to communicate effectively with a wide range of people in a professional and courteous manner

Must embrace process disruption and innovation

Must have excellent organizational and prioritization skills

Self-starter with strong follow-through and exceptional attention to detail

Must have excellent problem-solving skills

Must have the ability to use standard office equipment and learn new office technology

Benefits

Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the additional items below.

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