What are the responsibilities and job description for the Operations / Administrative role position at Boutique Recruiting?
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 :
Benefits :
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