Advisory Billing Specialist

Advisory Billing Specialist

Do you love numbers and live for spreadsheets? Do you prefer Excel over Word? Does it excite you when numbers tie out to the penny? Have you ever responded to a question by saying, ‘Oh, I have a spreadsheet for that!’ Then the Advisory Billing Specialist role may be perfect for you!

At Vicus 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.

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.

The Advisory Billing Specialist reports directly to the current Compensation Manager and serves a supporting role for the Compensation Department. This individual should have a passion for providing world-class client service and support for both internal and external clients. As such, this individual needs to possess the ability to work independently, resolve issues proactively, and communicate effectively. The right candidate would enjoy the challenges of working with a diverse and creative group of associates and internal staff, and will be directly responsible for tasks such as:
Excel spreadsheet data entry, manipulation, and analysis, utilizing the Microsoft Office suite and various other software products.

The ability to interact with associates and internal staff with a high level of professionalism, in a fast-paced environment, while remaining adaptable, proactive, resourceful, and efficient is crucial to enjoying success in this role. Proficient written and verbal communication skills, strong decision-making ability, and attention to detail are equally important.

• Establishing and maintaining billing data
• Assisting and educating financial advisors and internal clients regarding fee billing procedures
• Maintaining client and financial advisor data in commission software program
• Performing quarterly audits of advisory fees
• Preparing and auditing MS Excel spreadsheets for various projects
• Documenting procedures for Compensation Department
• Taking a leadership role in fee-related internal projects with minimal supervision

• 2-5 years of experience with finance or wealth management is strongly preferred, but not required
• Advanced knowledge of MS Office, including Word, Excel, PowerPoint and Outlook is required
• Strong attention to detail and accuracy; highly organized and efficient
• Passionate about working with numbers and complex data sets
• Ability to multi-task and work in a team-oriented environment is required
• Candidate must be comfortable with technology and proactively embrace technology in the workplace
• Candidates with high levels of ownership and accountability may be eligible for future advancement

If you’re ready to bring your skills, energy, and commitment to a company that truly values what you do, we’d love to hear from you.

Vicus Capital is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.