The Mather Group Junior Salesforce Administrator - Chicago

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP, LLC

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind.

TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.

What we are doing differently is educating investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $6.9 Billion in assets under management
  • Eight offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia Area, and San Francisco Bay Area
  • 120 staff members and growing
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021)
  • Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021)
  • Named among Financial Times 300 Top RIAs (2016, 2017, 2018, 2019, 2020)

Data above as of September 30, 2021. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.

about THE POSITION

The role of the Jr. Salesforce Administrator includes development and maintenance of current and future systems to drive efficiency with our IT systems, primarily Salesforce. The position requires a strategic thinker with great communication and collaboration skills. The position involves collaborating with individuals from our all departments to implement streamlined solutions within Salesforce. In this role, you will maintain all the functions and utilities that Salesforce has to offer. The Jr. Salesforce Administrator will be involved with troubleshooting, problem solving, and the details of workflow and process. You will be a Salesforce resource for end users, promote adoption, stay current on new releases and AppExchange solutions, and provide training as required. The position reports to the Salesforce Administrator.

Responsibilities:

  • Manage new user onboarding/offboarding and perform general user account maintenance
  • Ensure data quality, accuracy, and integrity of Salesforce database, and assist with imports, exports, and updates
  • Provide end users with daily technical support, including platform issues and third-party integration escalations
  • Train employees on Salesforce platform, as well as Salesforce integration functionality
  • Create and maintain thorough, up-to-date functional and technical systems documentation
  • Assist with integrations and maintenance of any third-party application installed via Salesforce’s AppExchange
  • Assist with CRM data migration projects for acquired RIA firms to Salesforce
  • Support users with the creation of reports and dashboards
  • Update record ownership based on the needs of the Business Development and Wealth Advisor teams
  • Provide solutions across all TMG business functions (client services, operations, investment management, financial planning, tax/estate planning, etc.)
  • Create and maintain Salesforce fields, validation rules, record types, assignment rules, custom objects, page layouts, sharing rules, and business processes
  • Collaborate with development teams and vendors to enable new capabilities and resolve bug fixes
  • Keep up to date with Salesforce releases, features, and best practices

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • Bachelor’s degree: Business Administration, Information Systems, Management, or Computer Science
  • 1-2 years of experience in supporting/deploying Salesforce.com preferred
  • Understanding of Salesforce.com features and capabilities
  • Experience or familiarity with other CRM applications (Junxure, Tamarac, Redtail, etc.)
  • Excellent verbal and written communication skills, with the ability to clearly articulate thoughts and ideas
  • Self-motivated with ability to work independently
  • Excellent organizational skills with the ability to handle multiple tasks and/or projects at one time
  • Decision‐making skills with the ability to investigate and weigh alternatives and select the course of action that provides the greatest benefit to the organization
  • Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time
  • A documented history of successfully driving projects to completion
  • A demonstrated ability to understand and articulate complex requirements

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

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The Mather Group

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