Family Office Client Operations Manager

Description

Please note:

This is an in-office position located in (Springfield, IL)

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.

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.

• 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 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 elevate 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…