Front Office & Data Coordinator — Client Experience

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

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.