Financial Operations Administrative Assistant (In-Office)

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

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.