Administrative Assistant

About the role

Join the Vicus Capital Team Where Innovation Meets Impact
Where Innovation Meets Impact
At Vicus Capital, were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were 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 thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for someone who shares that mindset.

What Youll Be Doing

• Supporting daily account maintenance and operational excellence
• Building strong, trusted relationships with our national network of financial advisors
• Serving as the expert guide for advisors through complex paperwork and custodian process
• Collaborating to sharpen our systems, streamline workflows, and elevate the overall client experience

What You Bring

• Exceptional attention to detail and organizational skills
• Clear, confident and professional communicationboth 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
• Comfortable with navigating Technology, especially with Microsoft Office (Excel in particular)
• Familiarity with Redtail (or other CRMs) and experience in finance, banking, or wealth management is helpful, but not required

What We Offer

• This is a full-time in office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 year
• Competitive compensation 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

Pay

$45,000 - $55,000 per year