Charles Schwab Salesforce Jr. Administrator in Austin, Texas


Austin - TX, AUS2, 2309 Gracy Farms Lane, 78758

Christal Lynn Fortunato


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Retirement Business Service (RBS) works with Independent Recordkeepers, Third-Party Administrators and Advisors as a trusted partner to provide custody and trust services for retirement plans.

Retirement Business Services (RBS), a division within Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services to Independent Recordkeepers, Registered Investment Advisors (RIAs) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.

This position will report to the Salesforce Sr. Product Manager and will be an integral part of the Salesforce team. As the Jr. Admin, under the direction of the Salesforce Sr. Product Manager, you will provide technical expertise, direction and training to Client Service, Sales and Product teams. You will play a key role in developing solutions that transform business and increase user productivity and adoption.

What you’ll do:

The Salesforce Jr. Administrator, based in Austin, TX or Phoenix, AZ, will be responsible for managing changes to the Salesforce platform to meet evolving business requirements.

This position is responsible for:

  • Developing strong relationships with user groups to support user adoption and ensure proper use of Salesforce.

  • Diagnosing and proposing resolution for issues that include configuration and customizations, integrations, data loads, security access, workflows and triggers, reports and dashboards.

  • Working with the internal salesforce support team and business stakeholders to design and configure salesforce features.

  • Ongoing data management using Salesforce Data loader.

What you have:

Along with at least 2 years of Salesforce experience, this role requires a highly motivated, organized and business focused individual with a proven record of excellent customer service.

Qualifications & Experience

  • Some administrative skills, such as understanding and/or creating users, profiles, roles, custom objects, custom fields, page layouts, workflow rules, validation rule, reports, dashboards, and process builder flows

  • Ability to perform data cleanup, extraction, and mass changes using data loader

  • Strong verbal and written communication skills with the ability to communicate at all levels of the organization, in particular with Client Service, Sales and Operations

  • Experience with end user support for Enterprise Applications

  • Advanced Excel skills (vlookups, pivot tables)

  • Ability to work independently and be results-driven

  • Working knowledge of Agile / Scrum

Personal Characteristics

  • Excellent written communication, presentation and facilitation skills

  • Inquisitive, analytical, proactive and solutions-oriented

  • Team player who puts customer first (end-users)

  • Self-starter; takes initiative and can work independently

  • Well-organized and disciplined with high attention to detail

  • Flexible and adaptable working with various business domains

Minimum Qualifications:

  • 2+ year experience with Salesforce preferably within a financial services organization.

  • Knowledge of how to create and update custom objects, custom fields, formulas, validation rules, workflows, process-builder flows, custom settings, and similar Salesforce platform functionality.

  • University degree; advanced degrees in Information Management, Computer Science, Business Administration and/or other professional certifications are a plus (Trailhead counts!)

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Retirement Services-2-5 yrs, Brokerage Operations-2-5 yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs

Position Located In: TX - Austin, AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Thursday, November 8, 2018

Expiration Date: Saturday, November 24, 2018

Apply Here