Billing & Advisory Coordinator

Vicus Capital, Inc.; State College (Centre County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

15 days PTO

Health, dental, and vision insurance

401(k) plan with employer contribution

Job summary

Vicus Capital, Inc. is seeking a Billing & Advisory Coordinator to support our Compensation Department. You will manage billing data integrity, assist financial advisors with billing procedures, and create complex spreadsheets to ensure project success.

Ideal candidates have 2-5 years in finance with strong Excel skills. We offer a full-time in-office role with competitive compensation and benefits, including health insurance and paid time off. Join our supportive, people-first culture!

Qualifications

• 2–5 years in finance or wealth management is preferred.
• Ability to manage complex data sets efficiently.
• Experience with commission software is a plus.

Responsibilities

• Establish and maintain billing data with high precision.
• Educate internal teams on fee billing procedures.
• Manage advisor data within commission software.
• Create and manipulate complex MS Excel spreadsheets.
• Document department procedures and lead internal projects.

Skills

Advanced proficiency in MS Office

Fluent in Excel

Proactive and resourceful

Clear communication of complex data

Job description

Now Hiring: Billing & Advisory Coordinator

Are you a numbers enthusiast with a knack for problem‑solving? Do you thrive in environments where your attention to detail directly impacts the success of the team? At Vicus Capital, we’re looking for a Billing & Advisory Coordinator who is ready to take ownership of their work and grow within our Compensation Department.

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 a data enthusiast who shares that mindset.

Location

State College, PA

What You Will Be Doing

In this role, you are the backbone of our billing integrity. You’ll be trusted to:

• Establish and maintain billing data with high precision
• Educate and assist financial advisors and internal teams on fee billing procedures, serving as a helpful guide and problem‑solver
• Manage advisor data within our commission software and take the lead on quarterly advisory fee audits
• Create, audit, and manipulate complex MS Excel spreadsheets to drive project success
• Document department procedures and take the lead on fee‑related internal projects with high autonomy

What You Bring

We are looking for a teammate who is proactive, resourceful, and truly enjoys working with complex data sets.

• 2–5 years in finance or wealth management is preferred, but your drive and skill set matter most
• Advanced proficiency in MS Office (Excel, Word, PowerPoint, Outlook) is required
• You should be someone who "speaks Excel" fluently
• You embrace new technology and look for ways to use it to work smarter, not harder
• Candidates who take high levels of ownership in their work can be eligible to be considered for future advancement
• You can translate complex numbers into clear, professional communication for both internal and external clients

What We Offer

• Full‑time in‑office salaried position; 8:00 am – 5:00 pm with opportunity to flex your hours after 1 year
• Competitive compensation based on experience
• 15 days PTO and 5 sick days start accruing on Day 1
• 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

Sounds 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.

Vicus Capital is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.