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Operations/Administrative role

New York, NY

Posted: 01/27/2025 Employment Type: Direct Hire Category: Administrative Job Number: a0CUm00002FOgkkMAD Location Requirements: Hybrid Industry: Financial Services

Job Description

Hybrid

A well-established financial services company seeks a Salesforce Operations/Data Specialist in New York to ensure data accuracy and optimize operational workflows within a growing financial services firm. This position focuses on managing data integrity, system migrations, and implementing process improvements to support the firm s operations and decision-making. Key responsibilities include extensive data entry, overseeing the migration of business data to Salesforce, generating reports, and maintaining documentation for system changes. The ideal candidate is a detail-oriented professional with 3-5 years of experience in financial planning or wealth management, advanced Salesforce and Excel skills, and a strong aptitude for managing data and improving processes in a collaborative environment.

Salesforce Operations/Data Specialist Responsibilities:

  • Ensure the accuracy and integrity of data across platforms, including extensive manual data entry and quality checks
  • Manage the migration of data, including transferring a book of business from Persian software to Salesforce
  • Oversee data-related projects, including implementing new updates and rolling out data processes organization-wide
  • Lead or support operational system improvements to enhance workflows and efficiency
  • Generate, analyze, and present reports to aid decision-making across departments
  • Develop and maintain documentation for system changes, data-related tasks, and operational processes

Salesforce Operations/Data Specialist Requirements:

  • 3-5 years of experience in operations, data management, or a similar role within financial planning or wealth management
  • Proficiency in Salesforce and advanced Excel skills, including VLOOKUPs
  • High school diploma required; bachelor s degree preferred
  • Strong technical aptitude, organizational skills, and attention to detail
  • Experience in a collaborative, small-team environment with a focus on client service

Benefits:

  • Hybrid work schedule
  • Comprehensive health benefits
  • 401(k)
  • Flexible PTO policy and bonus potential
  • Opportunity for professional growth and increased responsibilities over time

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