Front Office Coordinator: Client Experience & Data Specialist

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

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.