8 salesforce administrator jobs at 2 companies in Findlay, OH
5d
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Branch Office Administrator
Perrysburg, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account administration, scheduling, documentation, marketing support, and operational assistance while learning financial services processes and firm technology.
MoneyGuide, Salesforce, Microsoft Office
5d
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Branch Office Administrator
Toledo, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account administration, scheduling, correspondence, marketing support, and operational assistance while learning financial services and using firm technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator
Maumee, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account administration, scheduling, correspondence, marketing support, and operational assistance while learning financial services processes and firm technology.
MoneyGuide, Salesforce, Microsoft Office
6d
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Branch Administrator
Lima, Ohio, United States
OnsiteFull Time
Highly organized and detail-oriented with strong computer skills, Microsoft Office Suite proficiency, adaptability, efficiency, and ability to follow processes and policies meticulously.
Microsoft Office Suite, Salesforce, E-Automate
4d
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Branch Office Administrator - Toledo, OH
Toledo, Ohio, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, communication, and teamwork. Six-month training is provided.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Perrysburg, OH
Perrysburg, Ohio, United States
OnsiteFull Time
Client service and account support experience, strong computer literacy, analytical thinking, attention to detail, conversational skills, and willingness to learn financial services and firm software.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Strategist Coordinator
Maumee, Ohio, United States
OnsiteFull Time
TFO Wealth Partners: Multi-family office providing wealth management and investment advisory services.
Provides administrative and operational support to advisers: calendar and meeting management, client communication, CRM administration (Salesforce), travel arrangements, and document coordination. Bachelor’s degree preferred; strong communication and organizational skills required.
Salesforce CRM