Bookkeeping Manager jobs in Altoona, PA

Do you love numbers and live for spreadsheets? Do you prefer Excel over Word? Does it excite you when numbers tie out to the penny? Have you ever responded to a question by saying, ‘Oh, I have a spreadsheet for that!’ Then the Compensation Specialist role may be perfect for you!

COMPANY

Vicus Capital is an independent investment management firm with over $2 billion in assets under management, headquartered in State College, Pennsylvania. The firm works 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

The Compensation Specialist reports directly to the current Compensation Manager and serves a supporting role for the Compensation Department. This individual should have a passion for providing world-class client service and support for both internal and external clients. As such, this individual needs to possess the ability to work independently, resolve issues proactively, and communicate effectively. The right candidate would enjoy the challenges of working with a diverse and creative group of associates and internal staff, and will be directly responsible for tasks such as: Excel spreadsheet data entry, manipulation, and analysis, utilizing the Microsoft Office suite and various other software products.

The ability to interact with associates and internal staff with a high level of professionalism, in a fast-paced environment, while remaining adaptable, proactive, resourceful, and efficient is crucial to enjoying success in this role. Proficient written and verbal communication skills, strong decision-making ability, and attention to detail are equally important.

PRINCIPAL DUTIES & RESPONSIBILITIES

• Establishing and maintaining billing data
• Assisting and educating financial advisors and internal clients regarding fee billing procedures
• Maintaining client and financial advisor data in commission software program
• Performing quarterly audits of advisory fees
• Preparing and auditing MS Excel spreadsheets for various projects
• Documenting procedures for Compensation Department
• Taking a leadership role in fee-related internal projects with minimal supervision

SKILLS & QUALIFICATIONS

• 2- 5 years of experience with finance or wealth management is strongly preferred, but not required
• Advanced knowledge of MS Office, including Word, Excel, PowerPoint and Outlook is required
• Strong attention to detail and accuracy; highly organized and efficient
• Passionate about working with numbers and complex data sets
• Ability to multi-task and work in a team-oriented environment is required
• Candidate must be comfortable with technology and proactively embrace technology in the workplace
• Candidates with high levels of ownership and accountability may be eligible for future advancement

BENEFITS

• Full-time 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

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• State College, PA 16801: Relocate before starting work (Required)

Work Location: In person