Family Office Client Operations Manager

Family Office Client Operations Manager

Location:

Springfield, IL – In‑office 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.

• 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.
• 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 partners, ensuring timely resolution.
• Support system enhancements, testing, and implementation of new tools or integrations as the 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.
• Contribute to continuous improvement of workflows, systems, and service delivery models.

• 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.

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

• Effective written and verbal communication skills.
• Self‑starter, able to perform tasks independently.
• Mathematical proficiency: basic calculations, rate, ratio, percentage, graph interpretation.
• Reasoning ability: good judgment for routine and complex decisions, strong customer service skills, ability to handle large sums of cash.
• Computer proficiency in all Microsoft Office programs and quick learning of bank‑related programs.
• Ability to manage multiple priorities and deadlines,…