B.F. Saul Company

  • CRM Administrator

    Bethesda, MD
    Job Category
    Client Services
  • Overview

    Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. 


    We are looking for a CRM Administrator to support the training, reporting, testing and onboarding for various systems that the Client Services department uses on a daily basis.

    Duties & Responsibilities

    • Provide assistance to the IT department in administrating the Client Relationship Management (CRM) System, including user access and application testing for system upgrades.
    • Provide onboarding, training and support to clients and employees on the CRM system.
    • Validate data in CRM system and serve as point of contact for reporting, form management and enhancements to the platform.
    • Serve as firm administrator for DocuSign application, including user setup, access and training.
    • Serve as point person for frequent projects such as client communications, policy and procedure manual creation and updates.
    • Prepare, verify and update business reports such as sales reports.
    • Generate memos, emails and reports when appropriate.

    Qualifications & Skills


    • Excellent written and oral communications skills.
    • Proactive self-starter with a willingness to learn.
    • Analytical, legal, technical, organizational, interpersonal and strong Microsoft Office skills required specifically Excel, Word and PowerPoint.
    • CRM, Document Storage, DocuSign, and Client Reporting software knowledge is a plus, but not required.

    Experience: 2-5 years of experience in the financial services industry, preferably trust or investment management firms.


    Education/Licenses/Certifications: Bachelor’s degree and or equivalent work experience required.



    Equal Opportunity Employer/Veterans/Disabled





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