Administrative Assistant II - Family Office (Finance & Investments team)

In-N-Out Burger•Franklin, TN

22h•$26 - $30•Onsite

About The Position

In-N-Out Burger’s Family Office Department is hiring a full-time, in-office Administrative Assistant II in Franklin, Tennessee. The department manages financial, investment, and business functions for the organization. The position supports the administrative needs of the Family Office team, including direct support for the Senior Director of Family Office, to whom the role reports. The role handles scheduling, correspondence, travel arrangements, expense tracking, confidential records, communications with outside professionals, meeting preparation, project coordination, and department events. It also supports daily workflow and builds working relationships with company teams, vendors, and external organizations. The position is full-time and non-exempt, with office hours Monday through Friday, 8:00 a.m. to 5:00 p.m. Department needs may call for occasional overtime.

Requirements

At least 3 years of experience in an administrative role.
Excellent written and verbal communication skills and the ability to interact professionally with all levels of management.
Proven ability to manage multiple calendars.
Experience coordinating and booking travel.
Exceptional attention to detail and ability to maintain accurate records, manage documentation, and handle data precisely.
Strong problem-solving skills and willingness to support routine administrative functions and special projects.
Ability to handle sensitive and confidential information with discretion, integrity, and professionalism.
Strong organizational and time-management skills, including prioritizing multiple responsibilities and meeting deadlines in a fast-paced environment.
Ability to work independently and contribute positively to a collaborative team environment.
Ability to manage competing priorities while maintaining focus on broader objectives.
Resourcefulness, proactivity, adaptability, and willingness to assist across functions and take on tasks beyond core responsibilities as business needs evolve.
Strong customer service orientation and commitment to supporting internal and external stakeholders.

Nice To Haves

Bachelor’s degree.
Administrative experience in a family office, wealth management, private equity, financial services, or executive support environment.
Experience with expense management software such as Concur or QuickBooks.
General knowledge of or interest in finance, accounting, or investments.
Experience working with and supporting high-net-worth individuals.

Responsibilities

Handle administrative tasks and projects, including scheduling meetings, answering phones, responding to requests, and managing correspondence.
Coordinate and book team travel, including flights, hotels, and car rentals.
Manage team expenses and receipts using travel and expense management software.
Maintain confidential files, records, and sensitive information with discretion.
Coordinate communications and document requests with outside professionals, including attorneys, tax advisors, bankers, insurance brokers, and investment managers.
Coordinate daily tasks with the team to optimize workflow.
Help manage department calendars, plan meetings, and handle day-to-day administration.
Assist with project management by creating and updating workflows, preparing and providing documentation to internal teams, and tracking information.
Prepare, organize, and distribute meeting materials, including PowerPoint presentations and booklets for C-level and executive meetings.
Coordinate department events, such as lunches, parties, and team outings.
Develop working relationships across the company and with outside organizations and vendors as an extension of the Family Office team.
Contribute to the team-oriented department and assist in other areas as needed.