Advisor Engagement Administrative Assistant

COMPANY

Vicus Capital is an independent, federally Registered Investment Advisor (RIA) firm with more than $2.4 billion in assets under management headquartered in State College, Pennsylvania. The firm works together with advisors throughout the country to provide clients with elite service and cutting-edge investment management strategies. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our employees are entrusted to take ownership in their work, where evolving opportunities and advancement are forever encouraged.

POSITION SUMMARY

The Advisor Engagement Administrative Assistant reports to the Director of Advisor Engagement and serves as a key member of the relationship management team. The position requires an energetic passion for client service and its role in the firm’s success along with exceptional communication skills and a high level of self-motivation. This individual works directly with the relationship management team in a support capacity to deliver a concierge level of service to financial advisors and their clients. This position requires a high degree of follow-through and attention to detail to ensure accurate processing and tracking of requests and ultimate delivery of time sensitive information.

PRINCIPAL DUTIES AND RESPONSIBILITIES

• Work closely with the Director of Advisor Engagement and other team members to provide world class service to our advisors throughout the country
• Energetic, positive attitude and ambition
• Reinforce the firm’s value proposition
• Aid in strengthening relationships
• Support in the execution of internal & external initiatives
• Assist in processing and tracking of external requests and deliverables
• Perform trend analysis of activity data
• Assist in conducting competitive analysis
• Assist with scheduling of meetings and corresponding follow-ups
• Assist in CRM system maintenance
• Identify workflow/system improvements and work to enact changes

SKILLS AND QUALIFICATIONS

• Bachelor’s degree
• 1 - 3 years of client/customer service experience
• Must be highly motivated, relationship-oriented, organized, and efficient with follow-through
• Extreme attention to detail
• Strong proficiency with Microsoft Office Suite, particularly Excel
• A high degree of professionalism

BENEFITS

This career opportunity offers a highly competitive compensation and benefits package. Benefits include Health Insurance, Dental & Vision, Group Life Insurance, Short Term Disability Insurance, 401k with safe harbor employer contributions.

Interested candidates should submit a resume and cover letter outlining their interest in the position, working for Vicus Capital and living in or near State College, PA.

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