Billing & Advisory Specialist

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

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!