Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelors degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PIcf4a2-0050
12/06/2025
Full time
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelors degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PIcf4a2-0050
Larson Network Services, LLC
Saint Louis, Missouri
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelors degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PI73262b9835f5-2327
12/06/2025
Full time
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelors degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PI73262b9835f5-2327
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelor's degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PId56-0050
12/06/2025
Full time
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelor's degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PId56-0050
Larson Network Services, LLC
Saint Louis, Missouri
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelor's degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PI08e0baf7d5-
12/06/2025
Full time
Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelor's degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PI08e0baf7d5-
We're looking for a Senior Purchasing & Project Administrator Manager who's ready to step into a pivotal role within a rapidly expanding roofing company. This is your opportunity to be an integral part of our project lifecycle-from strategic purchasing to seamless coordination. If you're driven, detail-oriented, and eager for a role with real impact, you'll find room for advancement, a supportive team, and a chance to grow your career as we continue to grow our business. The Senior Purchasing and Project Administrator Manager plays a critical role in the success of our commercial roofing and siding operations. This position is responsible for overseeing purchasing activities, coordinating vendor and subcontractor relationships, managing project-related documentation in Salesforce, and ensuring timely and cost-effective procurement and logistics support for active construction projects. As the senior point of contact within the Purchasing and Project Administration team, this individual will serve as the central hub for ensuring smooth administrative processes from subcontractor onboarding to material tracking and invoice processing. The ideal candidate will be detail-oriented, organized, professional in communication, and experienced in Salesforce and construction administration. This is a full-time, in-office position. Key ResponsibilitiesPurchasing & Procurement:Issue and manage Purchase Orders and Work Orders using Salesforce.Coordinate vendor orders (e.g., Home Depot, Lowes) and specialty supplier orders.Monitor inventory levels and process replenishment orders in alignment with project needs.Track equipment rentals, delivery schedules, and ensure accurate billing.Project Administration:Set up new projects in Salesforce with correct divisional data and tracking codes.Manage change orders (internal and external), including proper documentation and Salesforce entry.Track vendor invoices and open POs, ensuring timely reconciliation and approval processes.Draft and manage Consolidated Purchase Orders and subcontractor Work Orders.Subcontractor & Vendor Compliance:Onboard new subcontractors and vendors by issuing and collecting new vendor packets.Verify and maintain Certificates of Insurance and W-9 documentation.Ensure subcontractors remain compliant with company requirements and policies.Payroll and Reporting:Assist with subcontractor payroll processing and reporting cycles.Generate and distribute subcontractor payroll reports and supporting email summaries.Coordinate with accounting and project managers on payroll discrepancies or approvals.Communication & Administration:Professionally answer and direct company phone calls when needed, maintaining proper etiquette.Serve as a liaison between Project Managers, Estimators, and vendors.Maintain accurate and organized records of all procurement and administrative tasks.Required Qualifications:5+ years of experience in purchasing, project administration, or related roles in construction or commercial roofing preferred.Proficient in Salesforce or similar ERP/project management software.Strong organizational, time management, and multi-tasking skills.Excellent communication and interpersonal skills, especially with vendors and subcontractors.Strong attention to detail with a commitment to accuracy and process compliance.Experience managing people and training staffPreferred Qualifications:Experience with commercial roofing and siding operations.Working knowledge of material measurement conversions and fabrication order processes.Familiarity with subcontractor compliance and COI tracking procedures.DATFORMA experience is preferred.Intermediate to advanced Excel and document management skills.Bilingual in English & Spanish is a plusWhat We Offer:Competitive salary based on experience.Full benefits package including medical, dental, vision, and life insurance and more.401(k) with 3.5% company match.Paid time off and holiday pay.A collaborative work environment with opportunity for advancement. In-Office Monday - Friday 8:00 AM - 5:00 PM PI
12/05/2025
Full time
We're looking for a Senior Purchasing & Project Administrator Manager who's ready to step into a pivotal role within a rapidly expanding roofing company. This is your opportunity to be an integral part of our project lifecycle-from strategic purchasing to seamless coordination. If you're driven, detail-oriented, and eager for a role with real impact, you'll find room for advancement, a supportive team, and a chance to grow your career as we continue to grow our business. The Senior Purchasing and Project Administrator Manager plays a critical role in the success of our commercial roofing and siding operations. This position is responsible for overseeing purchasing activities, coordinating vendor and subcontractor relationships, managing project-related documentation in Salesforce, and ensuring timely and cost-effective procurement and logistics support for active construction projects. As the senior point of contact within the Purchasing and Project Administration team, this individual will serve as the central hub for ensuring smooth administrative processes from subcontractor onboarding to material tracking and invoice processing. The ideal candidate will be detail-oriented, organized, professional in communication, and experienced in Salesforce and construction administration. This is a full-time, in-office position. Key ResponsibilitiesPurchasing & Procurement:Issue and manage Purchase Orders and Work Orders using Salesforce.Coordinate vendor orders (e.g., Home Depot, Lowes) and specialty supplier orders.Monitor inventory levels and process replenishment orders in alignment with project needs.Track equipment rentals, delivery schedules, and ensure accurate billing.Project Administration:Set up new projects in Salesforce with correct divisional data and tracking codes.Manage change orders (internal and external), including proper documentation and Salesforce entry.Track vendor invoices and open POs, ensuring timely reconciliation and approval processes.Draft and manage Consolidated Purchase Orders and subcontractor Work Orders.Subcontractor & Vendor Compliance:Onboard new subcontractors and vendors by issuing and collecting new vendor packets.Verify and maintain Certificates of Insurance and W-9 documentation.Ensure subcontractors remain compliant with company requirements and policies.Payroll and Reporting:Assist with subcontractor payroll processing and reporting cycles.Generate and distribute subcontractor payroll reports and supporting email summaries.Coordinate with accounting and project managers on payroll discrepancies or approvals.Communication & Administration:Professionally answer and direct company phone calls when needed, maintaining proper etiquette.Serve as a liaison between Project Managers, Estimators, and vendors.Maintain accurate and organized records of all procurement and administrative tasks.Required Qualifications:5+ years of experience in purchasing, project administration, or related roles in construction or commercial roofing preferred.Proficient in Salesforce or similar ERP/project management software.Strong organizational, time management, and multi-tasking skills.Excellent communication and interpersonal skills, especially with vendors and subcontractors.Strong attention to detail with a commitment to accuracy and process compliance.Experience managing people and training staffPreferred Qualifications:Experience with commercial roofing and siding operations.Working knowledge of material measurement conversions and fabrication order processes.Familiarity with subcontractor compliance and COI tracking procedures.DATFORMA experience is preferred.Intermediate to advanced Excel and document management skills.Bilingual in English & Spanish is a plusWhat We Offer:Competitive salary based on experience.Full benefits package including medical, dental, vision, and life insurance and more.401(k) with 3.5% company match.Paid time off and holiday pay.A collaborative work environment with opportunity for advancement. In-Office Monday - Friday 8:00 AM - 5:00 PM PI
Our client, a leading restaurant group with locations throughout NYC, has an immediate need for an experienced Executive Assistant, to join our winning team in New York. Our candidate of choice will bring prior experience as an Executive Assistant for a high net worth individual. KEY RESPONSIBILITIES: Manage the CEO's calendars, schedules, and travel logistics, ensuring optimal time management and preparedness for meetings and events. Coordinate internal and external meetings, prepare agendas and materials, and track follow-up actions to ensure timely execution. Anticipate needs; look ahead to potential challenges, prepare solutions in advance; and manage last-minute issues calmly and efficiently. Build strong working relationships with other administrators and staff to support cross-team coordination and collaboration. Handle sensitive information with the highest level of discretion and sound judgment. Represent the CEO with professionalism and integrity in all internal and external interactions. Assist with key projects and initiatives as assigned, including process improvements, events, and internal communications. KEY REQUIREMENTS: Generally expected to have at least 3 years of executive-level administrative experience in supporting a senior leader. Demonstrated ability to manage multiple priorities, anticipate needs, and exercise sound judgment. Excellent organizational and project management abilities; excels at prioritizing tasks and delivering detail-oriented, high-quality work. Skilled in handling sensitive and confidential matters with discretion and professionalism under pressure. Effective communicator across all levels; builds collaborative relationships and produces clear, professional written and verbal communications. High level of proficiency with Microsoft Office Suite and collaboration tools; experience with HRIS, CRM, or ERP systems (e.g., ADP, Salesforce, or NetSuite) is a plus. Commitment to the company's mission and values. Bachelor's degree preferred. Please apply today to be immediately considered for the role! Elgen Staffing is the fastest growing staffing agency in New Jersey. With a deep understanding of today's hiring trends and technologies we have the ability to leverage the most effective recruiting methods to find the best candidates across numerous markets and industries and place them into the appropriate position successfully. Please allow us to help you find your dream job today!
12/04/2025
Full time
Our client, a leading restaurant group with locations throughout NYC, has an immediate need for an experienced Executive Assistant, to join our winning team in New York. Our candidate of choice will bring prior experience as an Executive Assistant for a high net worth individual. KEY RESPONSIBILITIES: Manage the CEO's calendars, schedules, and travel logistics, ensuring optimal time management and preparedness for meetings and events. Coordinate internal and external meetings, prepare agendas and materials, and track follow-up actions to ensure timely execution. Anticipate needs; look ahead to potential challenges, prepare solutions in advance; and manage last-minute issues calmly and efficiently. Build strong working relationships with other administrators and staff to support cross-team coordination and collaboration. Handle sensitive information with the highest level of discretion and sound judgment. Represent the CEO with professionalism and integrity in all internal and external interactions. Assist with key projects and initiatives as assigned, including process improvements, events, and internal communications. KEY REQUIREMENTS: Generally expected to have at least 3 years of executive-level administrative experience in supporting a senior leader. Demonstrated ability to manage multiple priorities, anticipate needs, and exercise sound judgment. Excellent organizational and project management abilities; excels at prioritizing tasks and delivering detail-oriented, high-quality work. Skilled in handling sensitive and confidential matters with discretion and professionalism under pressure. Effective communicator across all levels; builds collaborative relationships and produces clear, professional written and verbal communications. High level of proficiency with Microsoft Office Suite and collaboration tools; experience with HRIS, CRM, or ERP systems (e.g., ADP, Salesforce, or NetSuite) is a plus. Commitment to the company's mission and values. Bachelor's degree preferred. Please apply today to be immediately considered for the role! Elgen Staffing is the fastest growing staffing agency in New Jersey. With a deep understanding of today's hiring trends and technologies we have the ability to leverage the most effective recruiting methods to find the best candidates across numerous markets and industries and place them into the appropriate position successfully. Please allow us to help you find your dream job today!
GreenState Credit Union IT Business Systems Administrator I US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Information Technology GreenState Credit Union Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. POSITION SUMMARY: Assists in implementation, programming, system maintenance, integrations, and training for business systems and technology solutions across multiple business units related to our Commercial lending platforms. Collaborates and assists with department operations across multiple business units. Responsible for creating, evaluating, and distributing various reports on multiple systems. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. This position will be onsite at our headquarters in North Liberty, IA Salary range for this position is $79,173.90 - $92,563.38 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Adheres to all state, federal and credit union regulations, policies and guidelines. Assists in the setup, implementation, management, programming, training, modification, troubleshooting and ongoing administration of departmental systems and technology solutions. Supports efficient and effective troubleshooting by diagnosing and resolving system related issues promptly with urgency. Identifies opportunities for automation and able to automate repetitive tasks via the use of scripting or other mechanisms. Provides technical solutions to resolve problems and enhance our lending practices via the use of SDK, API, scripting, Power BI or other solutions. Assists in the management, implementation, troubleshooting, and ongoing administration of thirdparty platforms to ensure optimal performance and uptime. Programs custom work and writes reports as well as stays up to date on emerging technologies and integrates them into our lending platform. Provides staff support to reasonably ensure departmental systems meet regulatory compliance and internal policies, tracking changes when needed. Strong analytical, technical and problem-solving skills required. Solicits regular feedback from staff on ideas for tools, efficiencies, and ideas and works with management or other departments to implement changes. Communicates process changes, enhancements, and modifications - verbally or through written documentation - to management, peers, staff, and other employees so that technology issues and solutions within departments are understood. Conducts research, review, and analysis of the effectiveness and efficiency of existing processes and develops strategies for enhancements. Assists in creating, modifying, and removing user access for various departmental systems. Acts as a point of contact for technical issues related to the loan origination system. Provides technical support for team and departmental meetings. Creates, modifies, and maps custom documents in departmental systems necessary for the operation of those department and/or to reasonably ensure compliance. Provides support and assistance during internal, state and federal audits and examinations. Supports management with business system needs in the implementation of new products and services as well as ongoing support of current products and services. Conducts training on software/new systems for the organization as needed. Acts as IT advocate across various departments. Performs other duties as assigned. Qualifications College degree in relevant field (STEM major or MBA preferred) or equivalent work experience in related field required. Knowledge of the Software development lifecycle required. Minimum 3 years of system administration, IT or related experience required. Experience with Commercial Lending systems preferred (Silverlake, nCINO, Laser Pro) Salesforce experience preferred. Flexibility in work schedule to meet business needs. May require hours outside traditional work schedule, including evenings and weekends, during peak periods or to support critical initiatives. Working knowledge of PC hardware, software and systems; SQL script; reporting tools; technical aptitude; and a high level of proficiency with Microsoft Office required. Accuracy and attention to detail required with a basic understanding of statistical analysis. Interpersonal skills to represent the Credit Union in a positive way during member and vendor contact. Ability to provide quality service to co-workers, vendors and members by phone or in person. Ability to deal tactfully and efficiently with employees, members and co-workers in a professional manner. Ability to develop and maintain effective working relationships with co-workers and outside vendors. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Ability to communicate with members of multiple departments regarding their software needs and tailor systems and train accordingly. Must be bondable. Reporting Relationship This position reports to the Systems Administration Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 79173.9-92563.38 Yearly Salary PIeb1902b74a35-1360
12/04/2025
Full time
GreenState Credit Union IT Business Systems Administrator I US-IA-North Liberty Job ID: Type: Exempt Full-Time # of Openings: 1 Category: Information Technology GreenState Credit Union Overview INFORMATION TECHNOLOGY: GreenState's Information Technology department adheres to the corporate values and acts as a business partner who understands the needs of the business, enables business units to meet strategic objectives through technology, and provides employees and members with quality technology platforms that are always available, always relevant, and always scalable. POSITION SUMMARY: Assists in implementation, programming, system maintenance, integrations, and training for business systems and technology solutions across multiple business units related to our Commercial lending platforms. Collaborates and assists with department operations across multiple business units. Responsible for creating, evaluating, and distributing various reports on multiple systems. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. This position will be onsite at our headquarters in North Liberty, IA Salary range for this position is $79,173.90 - $92,563.38 with a progressive benefit package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Adheres to all state, federal and credit union regulations, policies and guidelines. Assists in the setup, implementation, management, programming, training, modification, troubleshooting and ongoing administration of departmental systems and technology solutions. Supports efficient and effective troubleshooting by diagnosing and resolving system related issues promptly with urgency. Identifies opportunities for automation and able to automate repetitive tasks via the use of scripting or other mechanisms. Provides technical solutions to resolve problems and enhance our lending practices via the use of SDK, API, scripting, Power BI or other solutions. Assists in the management, implementation, troubleshooting, and ongoing administration of thirdparty platforms to ensure optimal performance and uptime. Programs custom work and writes reports as well as stays up to date on emerging technologies and integrates them into our lending platform. Provides staff support to reasonably ensure departmental systems meet regulatory compliance and internal policies, tracking changes when needed. Strong analytical, technical and problem-solving skills required. Solicits regular feedback from staff on ideas for tools, efficiencies, and ideas and works with management or other departments to implement changes. Communicates process changes, enhancements, and modifications - verbally or through written documentation - to management, peers, staff, and other employees so that technology issues and solutions within departments are understood. Conducts research, review, and analysis of the effectiveness and efficiency of existing processes and develops strategies for enhancements. Assists in creating, modifying, and removing user access for various departmental systems. Acts as a point of contact for technical issues related to the loan origination system. Provides technical support for team and departmental meetings. Creates, modifies, and maps custom documents in departmental systems necessary for the operation of those department and/or to reasonably ensure compliance. Provides support and assistance during internal, state and federal audits and examinations. Supports management with business system needs in the implementation of new products and services as well as ongoing support of current products and services. Conducts training on software/new systems for the organization as needed. Acts as IT advocate across various departments. Performs other duties as assigned. Qualifications College degree in relevant field (STEM major or MBA preferred) or equivalent work experience in related field required. Knowledge of the Software development lifecycle required. Minimum 3 years of system administration, IT or related experience required. Experience with Commercial Lending systems preferred (Silverlake, nCINO, Laser Pro) Salesforce experience preferred. Flexibility in work schedule to meet business needs. May require hours outside traditional work schedule, including evenings and weekends, during peak periods or to support critical initiatives. Working knowledge of PC hardware, software and systems; SQL script; reporting tools; technical aptitude; and a high level of proficiency with Microsoft Office required. Accuracy and attention to detail required with a basic understanding of statistical analysis. Interpersonal skills to represent the Credit Union in a positive way during member and vendor contact. Ability to provide quality service to co-workers, vendors and members by phone or in person. Ability to deal tactfully and efficiently with employees, members and co-workers in a professional manner. Ability to develop and maintain effective working relationships with co-workers and outside vendors. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Ability to communicate with members of multiple departments regarding their software needs and tailor systems and train accordingly. Must be bondable. Reporting Relationship This position reports to the Systems Administration Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 79173.9-92563.38 Yearly Salary PIeb1902b74a35-1360
Typical task breakdown: - Performs engineering of security capabilities within Salesforce environments. - Utilizes and develop standards, practices, processes, audits, playbooks, accelerators, and documentation to establish, manage, and report adherence to the program. - Partners to build, operate, and remediate continuous control assessments within Salesforce platform. - Utilizes Salesforce security tools such as Security Center, Optimizer, and Health Check. - Acts as a subject matter expert on the implementation and capabilities of existing security controls for Salesforce. - Works closely with Salesforce teams to ensure security initiatives are in line with all other key initiatives that may have interdependencies. Anticipates and identifies security risks, threats and vulnerabilities advising stakeholders accordingly with reliable, timely, and complete information while designing and implementing strategies to mitigate and minimize incidents - impacting Salesforce - Analyzes, advises, and evaluates security configurations to protect Salesforce environment from unauthorized disclosure or misuse. - Develops collaborative relationships and provides expertise, technical guidance, and training to the CLIENT Salesforce community Interaction with team: - Working with another sales security architect with team, working with salesforce administrator at CLIENT. Work environment: 5 days in office Education & Experience Required: - Bachelor's Degree in IT security focus preferred with 6+ years' experience - No degree, they must have minimum 8+ years' experience. Technical Skills (Required) - Previous experience as a Salesforce Administrator - Knowledge and experience implementing security controls for Salesforce - Experience with Cybersecurity concepts such as Threat Monitoring, Privileged Access, and Identity and Access Management. - Security expertise with the platform Experience leading remediation efforts across a complex IT landscape, 5 years experience with overall cyber security, Working experience with Salesforce or enterprise-scale cloud security or engineering, experience working with architectural designs, processes and procedures. Experience working closely with Salesforce information security tools and processes (e.g. Salesforce Health Checks, Salesforce Shield, Security Center) (Desired) - Ranger level badges for Security and Administration on Salesforce Trailhead training platform - Demonstrated experience communicating technical information to business clients and less experienced technologists. - CISSP, CISM or equivalent Soft Skills (Required) - Excellent communication skills (incl. documentation) Ability to collaborate with a team Ability to influence Experience with Agile methodologies (using Azure DevOps a plus) Taking initiative, self-starter Focus on quality
12/02/2025
Full time
Typical task breakdown: - Performs engineering of security capabilities within Salesforce environments. - Utilizes and develop standards, practices, processes, audits, playbooks, accelerators, and documentation to establish, manage, and report adherence to the program. - Partners to build, operate, and remediate continuous control assessments within Salesforce platform. - Utilizes Salesforce security tools such as Security Center, Optimizer, and Health Check. - Acts as a subject matter expert on the implementation and capabilities of existing security controls for Salesforce. - Works closely with Salesforce teams to ensure security initiatives are in line with all other key initiatives that may have interdependencies. Anticipates and identifies security risks, threats and vulnerabilities advising stakeholders accordingly with reliable, timely, and complete information while designing and implementing strategies to mitigate and minimize incidents - impacting Salesforce - Analyzes, advises, and evaluates security configurations to protect Salesforce environment from unauthorized disclosure or misuse. - Develops collaborative relationships and provides expertise, technical guidance, and training to the CLIENT Salesforce community Interaction with team: - Working with another sales security architect with team, working with salesforce administrator at CLIENT. Work environment: 5 days in office Education & Experience Required: - Bachelor's Degree in IT security focus preferred with 6+ years' experience - No degree, they must have minimum 8+ years' experience. Technical Skills (Required) - Previous experience as a Salesforce Administrator - Knowledge and experience implementing security controls for Salesforce - Experience with Cybersecurity concepts such as Threat Monitoring, Privileged Access, and Identity and Access Management. - Security expertise with the platform Experience leading remediation efforts across a complex IT landscape, 5 years experience with overall cyber security, Working experience with Salesforce or enterprise-scale cloud security or engineering, experience working with architectural designs, processes and procedures. Experience working closely with Salesforce information security tools and processes (e.g. Salesforce Health Checks, Salesforce Shield, Security Center) (Desired) - Ranger level badges for Security and Administration on Salesforce Trailhead training platform - Demonstrated experience communicating technical information to business clients and less experienced technologists. - CISSP, CISM or equivalent Soft Skills (Required) - Excellent communication skills (incl. documentation) Ability to collaborate with a team Ability to influence Experience with Agile methodologies (using Azure DevOps a plus) Taking initiative, self-starter Focus on quality
Genesis10 is seeking a Contract Salesforce Administrator/Developer for a 12-month contract with the possibility to convert to a permanent position with a client located in Milwaukee, WI. This is a hybrid role. Responsibilities Platform Implementation, Development, Administration, and Enhancement Serve as subject matter expert, developer, and administrator for our Global Investment Banking instance of Salesforce. Perform both declarative (configuration-based) and programmatic (code-based) development on the Salesforce platform. Create and maintain technical documentation, including network diagrams, installation and configuration procedures, troubleshooting guidelines, and operational procedures. Coordinate the rollout of enhancements to the production environment, including coordination across all IT areas involved. Supply Service Desk Technicians with documentation and procedures for resolving common or recurring problems. Open, manage, and resolve application issues with external application vendors. Participate in managing the feature request and support backlog. Review and understand organizational drivers and assist in defining required features, mapping Salesforce capabilities to business processes. Support new releases and bug fixes as they relate to the platform's project management. Client Support and Education Provide technical support to diagnose and resolve issues and troubleshoot complex "how-to" questions. Help the business understand the effort, risk, and impact of making changes to Salesforce. Promote user adoption across the business to ensure effective use of Salesforce for business results. Create and maintain training materials and user documentation as needed. Learn and Expand Knowledge Stay current on Salesforce releases (patches, upgrades, etc.), news, and industry developments. Participate in Salesforce Success Community and local user groups to continue developing skills. Qualifications Bachelor's degree in Computer Science, Software Engineering, or a related field is preferred but not required. Equivalent experience and Salesforce certifications will also be considered. 7-10 years of development, declarative configuration, and administration experience with Salesforce Sales Cloud. Certifications required: Salesforce Certified Platform Administrator, Salesforce Certified Platform App Builder, Salesforce Certified Platform Developer. Hybrid Developer/Administrator skillset required - must be comfortable performing declarative configuration as well as programmatic development. Proficient in developing and maintaining Apex classes, Visualforce pages, Lightning Web Components, and JavaScript within the Salesforce platform. Ability to design scalable solutions and write clean, efficient code using Salesforce best practices is essential. Experience with full-stack development; MuleSoft experience is a plus but not required. Experience integrating Salesforce with other enterprise systems using Salesforce APIs. Collaborative mindset for partnering with IT and other developers across the business. Knowledge of Microsoft development tools is a plus but not required (Object-Oriented design, C#, MVC, ASP.NET, Web API). Diverse Salesforce product knowledge and proven technical expertise in Salesforce Sales Cloud and/or Salesforce Marketing Cloud. Strong understanding of the trade-offs between declarative and programmatic solutions. Strong understanding of data management, data administration, and data modeling. Excellent communication skills and a collaborative, team-oriented mindset. Experience creating reports and dashboards on the Salesforce platform. Focused, driven, and an exceptional problem solver. Experience with documentation and end-user training is a plus. Agile methodology experience highly preferred (Kanban, User Stories, Sizing, Retrospectives, etc.). Exceptional organizational skills with the ability to manage multiple priorities. Understanding of change management methodologies is a plus. Only candidates available and ready to work directly as New Journey/Genesis10 employees will be considered. Must be able to work as a W2 employee of Genesis10 (no corp-to-corp). If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across industries. Benefits of Working with Genesis10 Access to hundreds of long-standing client partnerships (5-20+ years). Career-home opportunities-many consultants have been with Genesis10 for years. Experienced, caring recruiting team (7+ years average experience). Behavioral Health Platform Medical, Dental, and Vision Insurance Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401(k) Sick Pay (where applicable) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available Genesis10 has been recognized multiple times as a Top Staffing Firm, a Best Company for Work-Life Balance, a Best Company for Career Growth, and a Best Company for Diversity and Leadership. To learn more and view all available opportunities, please visit our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
12/01/2025
Full time
Genesis10 is seeking a Contract Salesforce Administrator/Developer for a 12-month contract with the possibility to convert to a permanent position with a client located in Milwaukee, WI. This is a hybrid role. Responsibilities Platform Implementation, Development, Administration, and Enhancement Serve as subject matter expert, developer, and administrator for our Global Investment Banking instance of Salesforce. Perform both declarative (configuration-based) and programmatic (code-based) development on the Salesforce platform. Create and maintain technical documentation, including network diagrams, installation and configuration procedures, troubleshooting guidelines, and operational procedures. Coordinate the rollout of enhancements to the production environment, including coordination across all IT areas involved. Supply Service Desk Technicians with documentation and procedures for resolving common or recurring problems. Open, manage, and resolve application issues with external application vendors. Participate in managing the feature request and support backlog. Review and understand organizational drivers and assist in defining required features, mapping Salesforce capabilities to business processes. Support new releases and bug fixes as they relate to the platform's project management. Client Support and Education Provide technical support to diagnose and resolve issues and troubleshoot complex "how-to" questions. Help the business understand the effort, risk, and impact of making changes to Salesforce. Promote user adoption across the business to ensure effective use of Salesforce for business results. Create and maintain training materials and user documentation as needed. Learn and Expand Knowledge Stay current on Salesforce releases (patches, upgrades, etc.), news, and industry developments. Participate in Salesforce Success Community and local user groups to continue developing skills. Qualifications Bachelor's degree in Computer Science, Software Engineering, or a related field is preferred but not required. Equivalent experience and Salesforce certifications will also be considered. 7-10 years of development, declarative configuration, and administration experience with Salesforce Sales Cloud. Certifications required: Salesforce Certified Platform Administrator, Salesforce Certified Platform App Builder, Salesforce Certified Platform Developer. Hybrid Developer/Administrator skillset required - must be comfortable performing declarative configuration as well as programmatic development. Proficient in developing and maintaining Apex classes, Visualforce pages, Lightning Web Components, and JavaScript within the Salesforce platform. Ability to design scalable solutions and write clean, efficient code using Salesforce best practices is essential. Experience with full-stack development; MuleSoft experience is a plus but not required. Experience integrating Salesforce with other enterprise systems using Salesforce APIs. Collaborative mindset for partnering with IT and other developers across the business. Knowledge of Microsoft development tools is a plus but not required (Object-Oriented design, C#, MVC, ASP.NET, Web API). Diverse Salesforce product knowledge and proven technical expertise in Salesforce Sales Cloud and/or Salesforce Marketing Cloud. Strong understanding of the trade-offs between declarative and programmatic solutions. Strong understanding of data management, data administration, and data modeling. Excellent communication skills and a collaborative, team-oriented mindset. Experience creating reports and dashboards on the Salesforce platform. Focused, driven, and an exceptional problem solver. Experience with documentation and end-user training is a plus. Agile methodology experience highly preferred (Kanban, User Stories, Sizing, Retrospectives, etc.). Exceptional organizational skills with the ability to manage multiple priorities. Understanding of change management methodologies is a plus. Only candidates available and ready to work directly as New Journey/Genesis10 employees will be considered. Must be able to work as a W2 employee of Genesis10 (no corp-to-corp). If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across industries. Benefits of Working with Genesis10 Access to hundreds of long-standing client partnerships (5-20+ years). Career-home opportunities-many consultants have been with Genesis10 for years. Experienced, caring recruiting team (7+ years average experience). Behavioral Health Platform Medical, Dental, and Vision Insurance Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401(k) Sick Pay (where applicable) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available Genesis10 has been recognized multiple times as a Top Staffing Firm, a Best Company for Work-Life Balance, a Best Company for Career Growth, and a Best Company for Diversity and Leadership. To learn more and view all available opportunities, please visit our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Genesis10 is seeking a Salesforce Administrator for a 12-month contract position with a financial services client located in Milwaukee, WI. This is a hybrid opportunity. Summary: The Salesforce Administrator will support the custom Salesforce Sales Cloud platform for the Global Investment Banking instance. This role is heavily focused on platform support, lifecycle management, tech debt remediation, and transitioning object-level permissions from profiles to permission sets. The Administrator will also support client users, enhance platform adoption, manage documentation, coordinate enhancements, and stay current with Salesforce releases and best practices. Responsibilities: Focus on support, lifecycle, and technical debt work for the Salesforce team. Lead major initiatives, including moving object-level permissions from profiles into permission sets. Serve as the subject matter expert and administrator for the custom Salesforce Sales Cloud platform. Create and maintain technical documentation, including network diagrams, installation/configuration procedures, troubleshooting guides, and operational procedures. Coordinate rollout of platform enhancements, collaborating with all IT areas involved in deployment. Provide documentation and troubleshooting procedures to Service Desk Technicians for recurring issues. Open, manage, and resolve application issues with external vendors. Oversee feature request and support backlogs. Understand organizational drivers and assist with mapping Salesforce capabilities to business processes. Support new releases and bug fixes as they relate to project and platform activities. Provide technical support and troubleshoot complex "how-to" questions within the Salesforce platform. Help business users understand effort, risk, and impact associated with Salesforce system changes. Drive user adoption and evangelize Salesforce usage to improve business outcomes. Create and maintain training materials and user documentation as processes evolve. Stay current on Salesforce releases, patches, upgrades, and industry updates. Participate in Salesforce Success Community and local user groups to expand platform expertise. Qualifications: Bachelor's degree in Computer Science, MIS, Business Administration, or equivalent experience. Salesforce Certified Administrator and/or Platform App Builder certification highly recommended. 4-6 years of declarative configuration and administration experience with Salesforce Sales Cloud. Strong knowledge of Salesforce products; experience with Communities or Marketing Cloud is a plus. Strong understanding of declarative vs. programmatic solution trade-offs. Solid knowledge of data management, data administration, and data modeling. Ability to read/understand Apex, VisualForce, JavaScript, and Lightning Web Components is a plus (not required). Experience creating reports and dashboards. Strong communication skills and team-player mindset. Demonstrated problem-solving ability and attention to detail. Experience developing technical/user documentation and training materials is a plus. Agile methodology experience (Kanban, user stories, sizing, retros) highly preferred. Strong business analysis capability and ability to translate technical concepts for non-technical audiences. Excellent organizational skills with the ability to manage multiple priorities. Understanding of change management methodologies is a plus. Salesforce Certifications (Highly Recommended): Salesforce Certified Administrator Platform App Builder Salesforce Platform Developer I (plus) Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. Able to work as a W2 employee of Genesis10 (no corp-to-corp). If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, many of whom have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home with Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (with more than 7 years of experience on average). Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/01/2025
Full time
Genesis10 is seeking a Salesforce Administrator for a 12-month contract position with a financial services client located in Milwaukee, WI. This is a hybrid opportunity. Summary: The Salesforce Administrator will support the custom Salesforce Sales Cloud platform for the Global Investment Banking instance. This role is heavily focused on platform support, lifecycle management, tech debt remediation, and transitioning object-level permissions from profiles to permission sets. The Administrator will also support client users, enhance platform adoption, manage documentation, coordinate enhancements, and stay current with Salesforce releases and best practices. Responsibilities: Focus on support, lifecycle, and technical debt work for the Salesforce team. Lead major initiatives, including moving object-level permissions from profiles into permission sets. Serve as the subject matter expert and administrator for the custom Salesforce Sales Cloud platform. Create and maintain technical documentation, including network diagrams, installation/configuration procedures, troubleshooting guides, and operational procedures. Coordinate rollout of platform enhancements, collaborating with all IT areas involved in deployment. Provide documentation and troubleshooting procedures to Service Desk Technicians for recurring issues. Open, manage, and resolve application issues with external vendors. Oversee feature request and support backlogs. Understand organizational drivers and assist with mapping Salesforce capabilities to business processes. Support new releases and bug fixes as they relate to project and platform activities. Provide technical support and troubleshoot complex "how-to" questions within the Salesforce platform. Help business users understand effort, risk, and impact associated with Salesforce system changes. Drive user adoption and evangelize Salesforce usage to improve business outcomes. Create and maintain training materials and user documentation as processes evolve. Stay current on Salesforce releases, patches, upgrades, and industry updates. Participate in Salesforce Success Community and local user groups to expand platform expertise. Qualifications: Bachelor's degree in Computer Science, MIS, Business Administration, or equivalent experience. Salesforce Certified Administrator and/or Platform App Builder certification highly recommended. 4-6 years of declarative configuration and administration experience with Salesforce Sales Cloud. Strong knowledge of Salesforce products; experience with Communities or Marketing Cloud is a plus. Strong understanding of declarative vs. programmatic solution trade-offs. Solid knowledge of data management, data administration, and data modeling. Ability to read/understand Apex, VisualForce, JavaScript, and Lightning Web Components is a plus (not required). Experience creating reports and dashboards. Strong communication skills and team-player mindset. Demonstrated problem-solving ability and attention to detail. Experience developing technical/user documentation and training materials is a plus. Agile methodology experience (Kanban, user stories, sizing, retros) highly preferred. Strong business analysis capability and ability to translate technical concepts for non-technical audiences. Excellent organizational skills with the ability to manage multiple priorities. Understanding of change management methodologies is a plus. Salesforce Certifications (Highly Recommended): Salesforce Certified Administrator Platform App Builder Salesforce Platform Developer I (plus) Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. Able to work as a W2 employee of Genesis10 (no corp-to-corp). If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, many of whom have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home with Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (with more than 7 years of experience on average). Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
