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Operations Specialist/Salesforce Admin

Exencial Wealth Advisors

This is a Full-time position in Frisco, TX posted June 3, 2021.

Exencial is a high growth company in the Wealth Management space.

We are routinely in the top 100 Wealth Advisors nationwide and we are looking for a great addition to the team in our Oklahoma City, OK office.

Exencial is an RIA that offers a full suite of financial services including all facets of wealth management such as financial, estate, and tax planning, portfolio management, and executive compensation and services.

The Operations Specialist role at Exencial is a vital role to our ability to deliver world class service.

The person we hire will be based primarily on organizational fit and secondarily skills.

Ideally this person will be very collaborative by nature as we operate in a team environment.

They should also be proactive in the way they approach their work and weigh decisions for short and long term implications.

Our culture is very entrepreneurial in nature and we pride ourselves in being better today than we were yesterday.

We are a company where you can drive your own outcomes and the only thing that limits our success is a lack of contributions to our teams or organization.

We feel that to continue to be a leader in this space, we have to have the right people doing the right things in the right places.

We strive hard to do this and we look forward to seeing if you will be a great fit for us, and if we are a great fit for you.

To be a great fit for this role, you will have a passion for: problem solving, learning new skills, delivering process excellence, and 1-2 years of Salesforce Administrator experience.

Our ideal candidate: will have some experience in the RIA industry, database management, process creation and execution, and owning portions of internal service delivery.

Preferred (but not required): SQL, Python experience.

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