In-Office Administrative Assistant — Support for Advisors

PennLive LLC; State College (Centre County); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Life and disability insurance

Competitive salary

Supportive, people-first culture

Job summary

Vicus Capital in State College, PA, seeks an Administrative Assistant to support our national network of financial advisors. This in-office role emphasizes organization, attention to detail, and professional communication to enable advisors to serve clients efficiently.

You'll manage daily account maintenance, paperwork, and CRM tasks, with 8:00am-5:00pm hours and potential scheduling flexibility after one year. Competitive compensation is offered.

Qualifications

• Excellent organizational and meticulous attention to detail.
• Clear, professional written and verbal communication.
• Experience with financial services CRM is a plus but not required.

Responsibilities

• Support daily account maintenance and operational tasks.
• Build strong relationships with a national network of financial advisors.
• Guide advisors through paperwork and custodian processes.
• Collaborate to improve systems and streamline workflows.

Skills

Attention to detail

Organizational skills

Professional communication

CRM experience

MS Excel

Customer service

Tools

Microsoft Office

Redtail CRM

Job description

Vicus Capital in State College, PA, seeks an Administrative Assistant to support our national network of financial advisors. This in-office role emphasizes organization, attention to detail, and professional communication to enable advisors to serve clients efficiently.

You'll manage daily account maintenance, paperwork, and CRM tasks, with 8:00am-5:00pm hours and potential scheduling flexibility after one year. Competitive compensation is offered.