Family Office Client Operations Manager
INB National AssociationPlease note: This is an in-office position located in (Springfield, IL)
About Us:
At INB, your career is more than a job; it’s a chance to make a difference. As a locally owned, community-focused bank, we help individuals and businesses reach their financial goals through personalized service and trusted relationships. Our team is built on care, creativity, teamwork, balance, smart work, and enthusiasm. Join us and be part of a purpose-driven culture that makes a positive impact every day.
Job Summary
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.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily as well as other duties that are assigned. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Key Responsibilities
Family Office Operations & Client Data Coordination
- 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
Financial Analysis & Data Management
- 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
Reporting & Deliverables
- 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
Systems Integration & Platform Management
- 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
Compliance, Confidentiality & Controls
- 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
Role Evolution & Growth
- 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
Qualifications:
Education and/or Experience Required
- 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
- Perform other duties as assigned.
Preferred
- 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
Knowledge, Skills, and Abilities
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. Perform other duties as assigned.
Mathematical Skills
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.
Reasoning Ability
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.
Computer Skills
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.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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.
Core Competencies
- 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
Why Join INB’s Family Office Team
- Work closely with high-net-worth individuals and families in a relationship-driven environment
- Be part of a growing, collaborative Family Office team delivering customized, multi-generational financial solutions
Ready to embark on a fulfilling journey in the world of banking? Join us as at INB and be part of an organization that values your passion, drive, and dedication. Apply now and let’s shape the future of banking together!
Salary:
$85,000 - $110,000 annually. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications, and other job-related reasons.
Group Insurance Benefits and Plans
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. Please click the link below for all benefits that are offered.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
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