B.F. Saul Company

  • CRM Administrator

    Location
    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 critical thinking CRM Administrator to serve as the subject matter expert on various systems.  This position is responsible for the day-to-day maintenance and administration of systems by supporting end users with training, reporting, and testing. 

    Duties & Responsibilities

    Duties will include, but are not limited to the following:

    • Serve as administrator for the Client Relationship Management System, including user account maintenance and application testing for system upgrades.
    • Serve as firm administrator for DocuSign application, including user setup, access and training.
    • Provide end user onboarding, training and support
    • Validate data in Client Relationship Management system and serve as point of contact for reporting, form management and enhancements to the platform.
    • 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.
    • Other duties as assigned.

    Qualifications & Skills

    JOB REQUIREMENTS (SKILLS/ABILITIES):

    • Excellent written and oral communications skills.
    • Proactive self-starter with a willingness to learn and understand how things work.
    • Ability to function without elicit direction, taking initiative with respect to personal and professional growth.
    • Strong analytical, problem solving, organizational, and interpersonal skills.
    • Analytical, legal, technical, organizational, interpersonal
    • 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 systems training, CRM, or related field. 
    • Experience in the financial services industry preferred.

     

    EDUCATION / LICENSES / CERTIFICATIONS:

    • Bachelor’s degree or equivalent experience required.

     

     

    Equal Opportunity Employer/Veterans/Disabled

    BFS7501

     

     

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