Family Office Coordinator (Financial Operations)

In-N-Out Burger•Franklin, TN

3d•Onsite

About The Position

The Family Office Coordinator will work on the Family Office team and will assist in a variety of Family Office functions, including administrative, operational, and financial activities. This position offers an excellent opportunity for an early-career professional to gain broad exposure to wealth management operations, accounting, tax, estate planning and investment management within a sophisticated family office environment. This Associate will report to the Investment Operations Manager.

Requirements

Bachelor's degree in Business, Finance, Accounting, Management, or a related field
2+ years of experience in Accounting, Investment Management, Family Office, or Financial Service role
Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook, and PowerPoint; ability to learn new software and technology platforms quickly
Exceptional attention to detail with a demonstrated ability to maintain accurate records, manage documentation, and handle data with a high degree of precision
Strong problem-solving skills and a "no task is too small" mindset, with the ability to support both routine administrative functions and special projects.
Demonstrated ability to handle sensitive and confidential information with discretion, integrity, and professionalism
Strong organizational and time-management skills with the ability to effectively prioritize multiple responsibilities and meet deadlines in a fast-paced environment
Ability to work independently while contributing positively to a collaborative team environment
Capacity to manage competing priorities while keeping sight of big-picture objective
Resourceful, proactive, and adaptable with a willingness to assist across a variety of functions and take on tasks outside of core responsibilities as business needs evolve
Strong customer service orientation and commitment to delivering exceptional support to internal and external stakeholders

Nice To Haves

Progress toward, or interest in, pursuing professional designations such as CFP

Responsibilities

Provide administrative, operational, and project support across the Family Office and related business functions
Assist with data entry, record maintenance, document management, and information validation with a high degree of accuracy and attention to detail
Support financial and operational processes, including invoice processing, account administration, and reporting activities
Maintain organized filing systems while ensuring the accuracy, security, and confidentiality of sensitive information
Monitor shared inboxes and communication channels, responding to inquiries or routing requests to appropriate team members
Coordinate and facilitate communication among internal departments, external service providers, advisors, and vendors
Assist with onboarding, offboarding, personnel administration, and other business operations activities
Support the development, implementation, and maintenance of operational processes and procedures
Serve as a reliable resource for administrative and operational needs across multiple teams
Manage competing priorities, follow through on assignments, and proactively identify opportunities to improve efficiency and organization
Assist with special projects, research requests, and ad hoc assignments as needed to support the evolving needs of the Family Office