Administrative Assistant

AgUpdate; Pennsylvania; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Vicus Capital in State College, PA is seeking an Administrative Assistant to support the daily operations of our national financial advisor network. This in-office, full-time role runs 8:00am–5:00pm with potential flex after year one, and is perfect for someone who thrives on organization and building real relationships.

You’ll handle account maintenance, paperwork, and cross-team coordination, ensuring smooth execution for financial advisors nationwide.

Qualifications

• Exceptional attention to detail and organizational skills.
• Clear, confident and professional communication—written and verbal.
• Self-starter with ownership and follow-through.
• Collaborative mindset and desire to help others.
• Comfortable with Microsoft Office, especially Excel.
• Familiarity with Redtail or other CRMs; finance/wealth management helpful but not required.

Responsibilities

• Support daily account maintenance and operational excellence.
• Build strong, trusted relationships with our national network of financial advisors.
• Guide advisors through complex paperwork and custodian processes.
• Collaborate to sharpen systems, streamline workflows, and elevate client experience.

Skills

Attention to detail

Organizational skills

Professional communication

Self-starter

Team collaboration

MS Office proficiency

Tools

Microsoft Excel

Redtail CRM

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: 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? This is your opportunity to build a career with a firm that values your contribution. As a vital member of our State College operations team, you’ll provide the essential background for financial advisors nationwide, ensuring their success through seamless execution and support.

Location: State College, PA (in-office position)

What You’ll 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 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. 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

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

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.