- Experience
- 1+ yrs
- Location
- St Petersburg, Florida, United States
- Job type
- Full-time
Required skills
- Salesforce
- Flow Builder
- Microsoft 365
- Microsoft Excel
About the role
1-3 years Salesforce administration experience; working knowledge of configuration tools; experience managing users and permissions; Bachelor's degree or equivalent; Microsoft 365 proficiency; ability to travel 20% nationwide.
About Dynasty Financial Partners
Technology-enabled wealth management platform and business-services provider serving independent advisory firms and high- and ultra-high-net-worth clients.
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