Financial Administrative Assistant

Overview

Join the Vicus Capital Team – Where Innovation Meets Impact. 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.

Financial Administrative Assistant — in-office, full-time.

Location:

State College, PA.

• Supporting daily operations and ongoing account maintenance.
• Building strong, trusted relationships with financial advisors and their teams.
• Guiding advisors through internal and custodian paperwork processes.
• Helping improve systems, streamline workflows, and enhance the client experience.

• Exceptional attention to detail and organizational skills.
• Clear, confident 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.
• Tech-savviness, especially with Microsoft Office (Excel in particular).
• Familiarity with Redtail or other CRMs is a plus.
• Experience in finance, banking, or wealth management is helpful, but not required.

• 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.

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.