Billing & Advisory Coordinator

Now Hiring: Billing & Advisory Coordinator

Are you a numbers enthusiast with a knack for problem-solving? Do you thrive in environments where your attention to detail directly impacts the success of the team? At Vicus Capital, were looking for an Billing & Advisory Coordinator who is ready to take ownership of their work and grow within our Compensation Department.

Reporting to the Compensation Manager, you wont just be "entering data"youll be a vital resource for our financial advisors, ensuring accuracy in a fast-paced, creative, and supportive environment.

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 a data enthusiast who shares that mindset.

Location: State College, PA

What You Will Be Doing

In this role, you are the backbone of our billing integrity. Youll be trusted to:

• Establish and maintain billing data with high precision
• Educate and assist financial advisors and internal teams on fee billing procedures, serving as a helpful guide and problem-solver
• Manage advisor data within our commission software and take the lead on quarterly advisory fee audits
• Create, audit, and manipulate complex MS Excel spreadsheets to drive project success
• Document Department procedures and take the lead on fee-related internal projects with high autonomy

What You Bring

We are looking for a teammate who is proactive, resourceful, and truly enjoys working with complex data sets.

• 25 years in finance or wealth management is a preferred, but your drive and skill set matter most
• Advanced proficiency in MS Office (Excel, Word, PowerPoint, Outlook) is required. You should be someone who "speaks Excel" fluently
• You embrace new technology and look for ways to use it to work smarter, not harder.
• Candidates who take high levels of ownership in their work can be eligible to be considered for future advancement
• You can translate complex numbers into clear, professional communication for both internal and external clients

What We Offer

We believe great work comes from a great environment. Heres what you can expect as a valued member of our team:

• This is a full-time in office salaried position; 8:00am - 5:00pm with opportunity to flex your hours after 1 year
• Competitive compensation based on experience
• 15 days PTO and 5 Sick days start accruing on Day 1
• 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

Sounds Like the Right Fit?

If youre ready to bring your skills, energy, and commitment to a company that truly values what you do, wed love to hear from you.

Vicus Capital is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need.  We are interested in every qualified candidate who is eligible to work in the United States.  However, we are not able to sponsor visas. 

Salary/Compensation: $50,000 - $60,000 per year