Front Office Coordinator

Vicus Capital is an investment management firm with over $2 billion in assets under management and a rapidly growing national presence. Headquartered in State College, PA, the company offers industry‑leading advisory platforms and a tight‑knit, high‑performing team culture focused on excellence, collaboration, and doing things the right way.

About the role

The Front Office Coordinator reports directly to the Client Experience and Events Manager and serves as the main point of contact for the office. This is an in‑office position located in State College, PA. The role supports clients, financial advisors, and corporate staff while managing data, facilitating events, and handling facilities and mail operations.

Responsibilities

• Warmly welcome clients, financial advisors, and corporate staff, both in person and via phone.
• Collect and digitize data.
• Establish data entry standards by continually updating filing systems to improve data quality, support ongoing account maintenance, process money movement for client accounts, and provide clarity to advisors on internal and custodian paperwork requirements.
• Address data inconsistencies by working with staff to locate missing data.
• Attend to data queries and report any major data errors to management.
• Assist the Client Experience and Events Manager with event planning and facilitation of advisor meetings.
• Collect, sort, and distribute mail.
• Manage facilities, keep inventory, and reorder supplies.

Qualifications

• Strong attention to detail and accuracy; highly organized and efficient.
• Exceptional verbal and written communication skills.
• A high degree of professionalism and a strong work ethic.
• Comfortable with technology; proficient in Microsoft Office (especially Excel) and experienced with a CRM such as Redtail.
• Critical eye for process improvement and solid time‑management skills, with the ability to prioritize tasks.
• Outstanding follow‑through, seeing tasks from start to finish.
• Ability to work independently, exercise judgment and problem‑solving, and collaborate effectively in a team environment.
• Creative flair and willingness to share ideas.
• Experience with finance, banking, or wealth management is preferred but not required.

Benefits

• 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 work is valued and growth is encouraged.

Pay

$40,000 – $50,000 per year