Family Office Client Operations Manager

INB, N.A. • Springfield, IL

just now • $85,000 - $110,000 • Onsite

About The Position

The Family Office Analyst & Operations Officer supports INB’s Family Office Team by providing comprehensive financial analysis, operational coordination, and client record management for high-net-worth individuals and families. This role serves as a critical link between advisors, clients, and internal teams by ensuring accurate data collection, financial reporting, and seamless execution of family office services. As the Family Office team and client base continue to grow, this role is expected to evolve. Responsibilities may expand to include additional leadership, operational, and strategic functions, requiring flexibility, initiative, and a commitment to continuous improvement.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 2+ years of experience in financial analysis, operations, family office services, wealth management, or banking
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
• Proficiency in Microsoft Excel and Microsoft Office Suite
• Experience working with financial statements and complex financial data
• Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write, and comprehend simple instructions, short correspondence, and memos.
• Self-Starter: Inspired to perform without outside help.
• Requires the ability to perform basic mathematical calculations; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage, and to draw and interpret bar graphs.
• Requires ability to use good judgment in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Ability to accurately handle large sums of cash; Must be goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals; Flexibility is necessary with the ability to adapt in an ever-changing environment.
• To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank-related programs.
• The employee is required to regularly lift and/or move up to 10 pounds.
• Long periods of sitting in front of computer monitor
• Use of hands to maintain desktop/laptop computer systems.
• High level of discretion, integrity, and professionalism
• Strong written and verbal communication skills
• Ability to manage multiple priorities and deadlines effectively
• Collaborative, team-oriented mindset
• Proactive approach to problem-solving and process improvement

Nice To Haves

• Experience with financial planning and reporting software (e.g., eMoney, MoneyGuidePro, Orion, Black Diamond, or similar platforms)
• Familiarity with family office structures, trusts, estates, and multi-entity financial reporting
• Prior experience in wealth management, private banking, or a family office environment

Responsibilities

• Coordinate the gathering of financial documents from clients, advisors, custodians, and third-party providers
• Organize, maintain, and update client records in accordance with internal policies and regulatory requirements
• Ensure accurate and timely documentation to support financial planning, reporting, and advisory services
• Serve as an operational liaison between Family Office Advisors, internal teams, and external partners
• Analyze and record financial statements, including bank, investment, trust, insurance, and liability statements
• Reconcile and verify financial data to ensure accuracy, completeness, and consistency
• Input, maintain, and update client financial data within financial planning and reporting software
• Monitor data integrity and proactively identify discrepancies or missing information
• Prepare detailed financial reports, including net worth statements, balance sheets, and cash flow summaries
• Create executive-level reports and presentation materials for Family Office Advisors and clients
• Assist in the preparation of client review materials, planning summaries, and ongoing service deliverables
• Support ad hoc financial analysis and reporting requests as needed
• Manage and support the integration of financial planning, reporting, and data aggregation software across multiple INB business units, including but not limited to Wealth Systems, Trust, and Core Banking Systems
• Coordinate with internal technology teams, vendors, and business unit stakeholders to ensure systems function cohesively and data flows accurately
• Oversee system management related to client access, permissions, and user experience across Family Office platforms
• Monitor and validate data feeds, file integrations, and automated uploads to ensure accuracy, timeliness, and continuity of information
• Identify, troubleshoot, and escalate system or data feed issues to appropriate internal or external partners, ensuring timely resolution
• Support system enhancements, testing, and implementation of new tools or integrations as the Family Office platform evolves
• Maintain strict confidentiality of all client and Family Office information
• Adhere to INB policies, regulatory standards, and best practices related to data security and recordkeeping
• Support internal audits, reviews, and examinations by ensuring documentation is accurate, complete, and accessible
• As the Family Office team and client base expand, responsibilities may evolve and may include, but are not limited to, management and oversight of additional personnel, development and documentation of processes and procedures, implementation of operational efficiencies, and participation in broader operational and strategic initiatives
• Contribute to the continuous improvement of Family Office workflows, systems, and service delivery models
• Perform other duties as assigned.

Benefits

• INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage is also extended to their eligible dependents. Active employees make premium contributions based on plan selections.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees