What are the responsibilities and job description for the Financial Administrative Assistant position at Vicus Capital?
Job Description
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: Financial 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
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.
Company Description
With over $2 billion in assets under management and a rapidly growing national presence, Vicus Capital is 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 people who share that mindset.
With over $2 billion in assets under management and a rapidly growing national presence, Vicus Capital is 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 people who share that mindset.
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: Financial 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.
- 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.
- 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.
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.
Company Description
With over $2 billion in assets under management and a rapidly growing national presence, Vicus Capital is 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 people who share that mindset.
With over $2 billion in assets under management and a rapidly growing national presence, Vicus Capital is 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 people who share that mindset.