Salesforce Administrator

Confirmed live in the last 24 hours

Mercer Advisors

Remote, USA

Remote

Posted April 10, 2026

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Salesforce Administrator will assist in the ongoing development of our Salesforce platform. The successful candidate will have a record of success in improving processes and creating efficiencies within Salesforce. The administrator will work closely with our internal Salesforce team to deploy new business processes, create enhancements for our current org and manage the internal Salesforce request inbox. This person will also work with other departments to create lists, reports, dashboards and facilitate other data requests within Salesforce.

Essential Job Functions:

Create and edit objects and fields.
Create and edit triggers and validation rules.
Create and edit, Flows, Process Builder and Workflows
Create and edit Profiles, Permission sets and Sharing Rules
Create and edit Reports and Dashboards
Work with the Salesforce team in a Scrum project environment
Work with our Salesforce team to establish suitable processes to support our user base.
Maintain the ticket queue and respond to our users in a timely, polite and efficient manner.
Process data loader and report creation requests
Other duties or tasks assigned by management.

Required Knowledge, Skills and Abilities:

2+ years in Salesforce software Administration is required.
Salesforce Administrator certificate is required.
Salesforce App Builder certificate is required.
Experience utilizing Flows, Process Builder and Workflows
Experience in Salesforce security setup
Highly organized and detail oriented
Excellent communication, analytical and organizational skills
Experience with Data Loader
Experience working in Sandboxes and using change sets to push development to Production.
Working knowledge of Lightning components is preferred.
Experience with Salesforce Lightning is required.
Experience working with Page Layouts, Validation rules and Field Sharing
Knowledge of the financial service industry is a preferred.

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace,

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