Bartlett Wealth Management

CRM Systems Administrator

Bartlett Wealth Management

full-time

Posted on:

Location Type: Hybrid

Location: Cincinnati • Ohio • United States

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Tech Stack

ETL

About the role

  • 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

Requirements

  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
API integrationsETL processesscriptingdata integrityMicrosoft Active Directorytechnical supportworkflow developmentsystem administrationwealth management systemsdigital document filing systems
Soft Skills
team playerclient servicecommunicationorganizational skillsprioritizationproblem-solvingattention to detailinnovationcollaborationself-starter
Certifications
Salesforce Certified AdministratorSalesforce Certified Advanced AdministratorSalesforce Platform Developer I