Front Office Coordinator
$40k - $50kVicus Capital
JOIN THE VICUS CAPITAL TEAM WHERE INNOVATION MEETS IMPACT
WHO WE ARE
At Vicus Capital , were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were 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 thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for someone who shares that mindset.
NOW HIRING: FRONT OFFICE COORDINATOR
We are looking to hire a dynamic Front Office Coordinator to join our companys administrative team. This role reports directly to the Client Experience and Events Manager and will act as main point of contact for the office. This person should have a passion for providing world-class support, display impeccable organizational skills and have experience working with a variety of databases.
Having a razor-sharp eye for detail, excellent knowledge of data management, and ability to work independently are equally important. Experience with finance, banking, or wealth management is preferred, but not required.
Location: State College, PA [in-office position]
WHAT YOULL BE DOING
Warmly welcome clients, financial advisors, and corporate staff, both in person and via phone
Collecting and digitizing data
Establishing data entry standards by continually updating filing systems to improve data quality: supporting ongoing account maintenance, processing money movement for client accounts, providing clarity to advisors on internal and custodian paperwork requirements
Addressing data inconsistencies by working with staff to locate missing data
Attending to data queries and reporting any major data errors to management
Assisting the Client Experience and Events Manager with event planning and facilitation of advisor meetings
Collecting, sorting and distributing mail
Facilities management, keeping inventory and reordering supplies
WHAT YOU BRING
Strong attention to detail and accuracy; highly organized and efficient
Exceptional communication skills, both verbal and written
A high degree of professionalism and a strong work ethic
Candidate must be comfortable with and proactively embrace technology in the workplace; proficiency in Microsoft Office, particularly Excel; experience with a CRM, like Redtail
A critical eye for process improvement and solid time management skills, being able to prioritize tasks
Outstanding follow-through, seeing tasks from start to finish
Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment
Creative flair and willingness to share ideas
WHAT WE OFFER
We believe great work comes from a great environment. Heres 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
Salary/Compensation: $40,000 - $50,000 per year
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