Full-Time In-Office Administrative Assistant — Finance Ops & Growth

Vicus Capital, Inc.; State College, Northern (Centre County, KY); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

Full-time in-office

Health, dental, and vision insurance

Life and short-term disability

401(k) plan

Growth opportunities

Job summary

Vicus Capital, headquartered in State College, PA, is hiring an Administrative Assistant to support the national advisor network and internal operations. This in-office role emphasizes meticulous data handling, strong relationships, and smooth execution of complex paperwork and processes.

You will work closely with financial advisors nationwide, ensuring accuracy, timely communication, and excellent client service while contributing to system improvements and workflow efficiency.

Qualifications

• Exceptional attention to detail and organizational skills.
• Clear, confident and professional communication—both written and verbal.
• A self-starter attitude with a strong sense of ownership and follow-through.
• A collaborative mindset and a genuine desire to help others.
• Familiarity with CRM systems (Redtail or similar) and basic finance/wealth management knowledge is helpful but not required.

Responsibilities

• Supporting daily account maintenance and operational excellence.
• Building strong, trusted relationships with our national network of financial advisors.
• Serving as the expert guide for advisors through complex paperwork and custodian processes.
• Collaborating to sharpen our systems, streamline workflows, and elevate the client experience.

Skills

Attention to detail

Organizational skills

Professional communication

Self-starter

Collaborative mindset

Tools

Microsoft Office

Redtail CRM

Job description

Vicus Capital, headquartered in State College, PA, is hiring an Administrative Assistant to support the national advisor network and internal operations. This in-office role emphasizes meticulous data handling, strong relationships, and smooth execution of complex paperwork and processes.

You will work closely with financial advisors nationwide, ensuring accuracy, timely communication, and excellent client service while contributing to system improvements and workflow efficiency.