Vicus Capital · 1 month ago
Financial Administrative Assistant
State College, PA
Full-time
Onsite
New Grad, Entry LevelVicus Capital is an investment management firm with over $2 billion in assets under management, dedicated to redefining support for financial advisors. The Financial Administrative Assistant role is crucial for ensuring smooth operations and fostering relationships with financial advisors.
ConsultingFinancial ServicesImpact Investing
Responsibilities
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
Qualification
Required
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)
Preferred
Familiarity with Redtail or other CRMs is a plus
Experience in finance, banking, or wealth management is helpful, but not required
Benefits
Health, dental, and vision insurance.
Group life and short-term disability insurance.
401(k) plan with a safe harbor employer contribution.
Company
Vicus Capital
Vicus Capital offers investment management, portfolio design, and partnership development services.
Founded in 1978
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kimberli Fleck Casner
Chief Compliance Officer
Company data provided by crunchbase