Front Office Coordinator

Vicus Capital; State College (Centre County); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Group life and short-term disability

401(k) plan with employer contribution

People-first culture

Job summary

Vicus Capital is seeking a Front Office Coordinator to join our in-office team in State College, PA. The role serves as the main contact for the office, delivering world-class support and coordinating data entry, filing, and event planning.

You will work closely with the Client Experience and Events Manager, handle data quality, and assist with account-related paperwork and mail distribution. A strong tech mindset and professional communication are essential.

Qualifications

• Strong attention to detail and accuracy; highly organized and efficient.
• Exceptional communication skills, both verbal and written.
• Professional demeanor and work ethic.
• Proficiency in Microsoft Office, especially Excel; experience with a CRM like Redtail.
• Ability to manage time effectively and prioritize tasks.

Responsibilities

• Warmly welcome clients, financial advisors, and staff in person or by phone.
• Digitize and collect data; support account maintenance and paperwork.
• Standardize data entry and filing to improve data quality.
• Resolve data inconsistencies by coordinating with staff.
• Identify and report data errors to management.
• Assist with event planning and advisor meetings.

Skills

Detail oriented

Communication

Professionalism

Microsoft Office

Excel

Redtail CRM

Time management

Independent judgment

Teamwork

Creativity

Tools

Redtail CRM

Job description

JOIN THE VICUS CAPITAL TEAM WHERE INNOVATION MEETS IMPACT

Who We Are

At Vicus Capital, were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were 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 thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for someone who shares that mindset.

NOW HIRING: FRONT OFFICE COORDINATOR

We are looking to hire a dynamic Front Office Coordinator to join our company's administrative team. This role reports directly to the Client Experience and Events Manager and will act as main point of contact for the office. This person should have a passion for providing world-class support, display impeccable organizational skills and have experience working with a variety of databases.

Location: State College, PA [in-office position]

What You’ll Be Doing

• Warmly welcome clients, financial advisors, and corporate staff, both in person and via phone
• Collecting and digitizing data
• Establishing data entry standards by continually updating filing systems to improve data quality: supporting ongoing account maintenance, processing money movement for client accounts, providing clarity to advisors on internal and custodian paperwork requirements
• Addressing data inconsistencies by working with staff to locate missing data
• Attending to data queries and reporting any major data errors to management
• Assisting the Client Experience and Events Manager with event planning and facilitation of advisor meetings
• Collecting, sorting and distributing mail
• Facilities management, keeping inventory and reordering supplies

What You Bring

• Strong attention to detail and accuracy; highly organized and efficient
• Exceptional communication skills, both verbal and written
• A high degree of professionalism and a strong work ethic
• Candidate must be comfortable with and proactively embrace technology in the workplace; proficiency in Microsoft Office, particularly Excel; experience with a CRM, like Redtail
• A critical eye for process improvement and solid time management skills, being able to prioritize tasks
• Outstanding follow-through, seeing tasks from start to finish
• Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment
• Creative flair and willingness to share ideas

What We Offer

We believe great work comes from a great environment. Heres what you can expect as a valued member of our team:

• Competitive salary 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

Salary/Compensation: $40,000 - $50,000 per year