Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.
RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.
The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.
Job Description:
We are looking for a Salesforce Administrator to help manage and optimize our Salesforce platform. The ideal candidate will handle day-to-day operations, troubleshoot issues, and ensure system efficiency, with a preference for expertise in Financial Services Cloud (FSC).
Job Responsibilities:
- Administer and maintain Salesforce, including user management, permissions, and data integrity.
- Troubleshoot and resolve day-to-day issues with reports, fields, and workflows.
- Support the implementation of new Salesforce features and updates.
- Collaborate with our Salesforce team and consulting partner to optimize Salesforce usage across the organization.
- Validate and reconcile data across integrated systems to ensure accuracy.
- Identify opportunities for automation implement solutions to streamline business processes.
