Salesforce Administrator, Financial Services Cloud- Developed and maintained 200+ Users, including Profiles and Permission Sets- Configuration of Dashboards and Reports, improving visibility into Sales andMarketing efforts- Gathered business requirements from stakeholders, translating to functional/technical requirements to be used in collaboration with developer support team- Created, coordinated training documents and sessions for users on new features and functionality- Used JIRA to track and resolve User submitted issues and enhancement requests- Reviewed Salesforce release notes for impact to org and sandboxes- User Acceptance Testing and development prior to launch to ProductionClient Portal launch 2024, Experience Cloud and CRM-A- With KPMG, launched new Client Portal on Experience Cloud, improving client experience, ultimately resulting in updating 200+ client address and contact details- Collaborated with KPMG to develop custom objects, fields, screen flows, facilitating client-submitted online, improving internal processing efficiency- Using Agile methodology, translated User Stories submitted through JIRA into technical requirements- Set up Einstein Activity Capture synced with Outlook Calendar, allowing clients to book Meetings onlineIntegration from R-Broker to Salesforce, SQL to Financial Services Cloud- Collaborated with TIBCO to enhance/sustain the daily and monthly data integrationprocess from R-Broker to Salesforce, completing comprehensive data re-runs uponidentification of errors or anomaliesDuplicate Leads/Accounts Clean-up, Financial Services Cloud- Developed custom object and fields to catalog each Lead engagement as an individual record, significantly reduced client service errors- Reduced Duplicate Account records by more than 75%, resulting in improved data integrity, enhancing experience for clients and sales reps

Project Management- Manage 80+ household portfolios, total assets approx. $20 million- Creation and formal presentation of financial plans and investment information- Regular analysis of investments, recommending and implementing changes as necessary- End-to-end plan overview and implementation- Collaborated with Senior Advisor and Associate Advisors on financial plans to ensure accuracy and best recommendationsFinancial Analysis- Guiding clients on complex household budgeting processes with respect for diverse financial situations- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectivesOffice Administration- Managed multiple calendars, meeting requests, follow-up meetings- Prepared all documentation and forms required, following up to ensure completion by client and back office- Maintained confidential client data and communications on Salesforce- Designed and created multiple Excel spreadsheets to enhance meeting prep and follow through - Creating and providing business reports to Senior Advisor to further enhance business management- Digitized paper-based file system using OneDriveClient Service- Communicated with and educated clients with varying levels of knowledge regarding financial processes, forms, etc. - Explained financial advisor's scope of practice and types of services to be provided to clients- Problem and conflict solving with clients to assure mutually satisfying resolutions