Front Office Coordinator

Vicus Capital, Inc.; State College, Northern (Centre County, KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary based on experience

Health, dental, and vision insurance

Group life and short-term disability

401(k) plan with employer match

Growth-oriented, people-first culture

Job summary

Vicus Capital, Inc. in State College, PA, is seeking a Front Office Coordinator to join the administrative team. This in-office position reports to the Client Experience and Events Manager and will serve as the main point of contact for the office.

The role requires strong attention to detail, excellent communication skills, and comfort with technology including Excel and a CRM such as Redtail. You will welcome clients and staff, manage data, support events, and help maintain filing standards.

Qualifications

• 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.
• Proficiency in Microsoft Office, particularly Excel; experience with a CRM like Redtail.
• Ability to prioritize tasks and work independently while collaborating in a team.
• Creative flair and willingness to share ideas.

Responsibilities

• 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.
• Support ongoing account maintenance and processing money movement for client accounts.
• Provide clarity to advisors on internal and custodian paperwork requirements.
• Assist with event planning and facilitation of advisor meetings.
• Collecting, sorting and distributing mail.
• Facilities management, keeping inventory and reordering supplies.

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 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 someone who shares that mindset.

NOW HIRING: FRONT OFFICE COORDINATOR

We are looking to hire a dynamicFront Office Coordinatorto 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.

Having a razor-sharp eye for detail, excellent knowledge of data management, and ability to work independently are equally important. Experience with finance, banking, or wealth management is preferred, but not required.

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. Here’s 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