Financial Administrative Assistant

Vicus Capital, Inc. • State College, PA • 3d ago

Join the Vicus Capital Team -- Where Innovation Meets Impact

Who We Are At Vicus Capital, we're not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we're on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that's as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way---and we're looking for someone who shares that mindset.

Now Hiring: Administrative Assistant Are you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top-notch work and being the person others count on to get things done? If so, this is your opportunity to shine. This full-time, in-office role is a key part of our operations team, supporting financial advisors across the country and helping ensure everything behind the scenes runs smoothly and efficiently. Location: State College, PA (in-office position)

What You'll Be Doing

Supporting daily operations and ongoing account maintenance.

Building strong, trusted relationships with financial advisors and their teams.

Guiding advisors through internal and custodian paperwork processes.

Helping improve systems, streamline workflows, and enhance the client experience.

What You Bring

Exceptional attention to detail and organizational skills.

Clear, confident communication---both written and verbal.

A self-starter attitude with a strong sense of ownership and follow-through.

A collaborative mindset and a genuine desire to help others.

Tech-savviness, especially with Microsoft Office (Excel in particular).

Familiarity with Redtail or other CRMs is a plus.

Experience in finance, banking, or wealth management is helpful, but not required.

What We Offer

We believe great work comes from a great environment. Here's what you can expect as a valued member of our team:

Competitive salary based on experience.

Health, dental, and vision insurance.

Group life and short-term disability insurance.

401(k) plan with a safe harbor employer contribution.

A supportive, people-first culture where your work is valued and your growth is encouraged.

Sound Like the Right Fit? If you're ready to bring your skills, energy, and commitment to a company that truly values what you do, we'd love to hear from you.

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