COMPANY
Vicus Capital is an independent investment management firm with over $2billion 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 advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees.
POSITION SUMMARY
We are looking to hire a dynamic Front Desk Receptionist to join our company’s administrative team. This role reports directly to the Vice President of Office Administration and will be responsible for taking on ad hoc projects across multiple departments, including event planning.
This individual 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.
BENEFITS
- Salaried position, commensurate with experience
- Health Insurance
- Dental & Vision Insurance
- Group Life Insurance
- Short-Term Disability Insurance
- 401(k) Plan with safe harbor employer contribution
- Paid time off
PRINCIPAL DUTIES & RESPONSIBILITIES
- 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
- Adhering to best data management practices and maintaining a high standard of accuracy and efficiency
SKILLS & QUALIFICATIONS
- 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
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Ability to Commute:
- State College, PA 16801 (Required)
Work Location: In person