Administrative Assistant

PennLive LLC; State College (Centre County); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Life and disability insurance

Competitive salary

Supportive, people-first culture

Job summary

Vicus Capital in State College, PA, seeks an Administrative Assistant to support our national network of financial advisors. This in-office role emphasizes organization, attention to detail, and professional communication to enable advisors to serve clients efficiently.

You'll manage daily account maintenance, paperwork, and CRM tasks, with 8:00am-5:00pm hours and potential scheduling flexibility after one year. Competitive compensation is offered.

Qualifications

• Excellent organizational and meticulous attention to detail.
• Clear, professional written and verbal communication.
• Experience with financial services CRM is a plus but not required.

Responsibilities

• Support daily account maintenance and operational tasks.
• Build strong relationships with a national network of financial advisors.
• Guide advisors through paperwork and custodian processes.
• Collaborate to improve systems and streamline workflows.

Skills

Attention to detail

Organizational skills

Professional communication

CRM experience

MS Excel

Customer service

Tools

Microsoft Office

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 managementand a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered inState 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 thatvalues your contribution. As a vital member of ourState 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

• 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.