Administrative Assistant

Vance Airscoop; State College (Centre County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Group life and short-term disability

Job summary

Vicus Capital in State College, PA is seeking an Administrative Assistant to join our State College operations team. This in-office role supports daily account maintenance and coordinates the workflow for financial advisors nationwide, ensuring smooth execution and strong relationships.

You will handle paperwork, office tasks, and collaborate to improve systems and client experience. We value organization, proactive communication, and a team-first mindset.

Qualifications

• 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.

Responsibilities

• 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

Skills

Organizational skills

Communication

Ownership

Collaboration

Tech proficiency

CRM experience

Tools

MS Office

Redtail CRM

Job description

Join the Vicus Capital Team – Where Innovation Meets Impact

Who We Are
AtVicus 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 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 thatvalues 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.