INB, National Association · 18 hours ago
Family Office Client Operations Manager
Springfield,IL,US
Full-time
Onsite
Entry, Mid Level
$85K/yr - $110K/yr
2+ years expINB, National Association is a locally owned, community-focused bank dedicated to helping individuals and businesses achieve their financial goals. The Family Office Client Operations Manager supports the Family Office Team by providing financial analysis, operational coordination, and client record management for high-net-worth individuals and families, ensuring seamless execution of family office services.
Banking
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
Qualification
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
Ability to communicate effectively and clearly (both written and verbally)
Ability to read, write, and comprehend simple instructions, short correspondence, and memos
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
Ability to use good judgment in making routine and complex decisions
Excellent customer service skills with the ability to sell products and services
Ability to accurately handle large sums of cash
Goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals
Flexibility to adapt in an ever-changing environment
Proficient in all Microsoft Office programs, with an ability to quickly learn other bank-related programs
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
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
Benefits
Health, dental, vision, and life insurance benefits
Company
INB, National Association
INB provides personal and commercial banking services with a focus on helping individuals and businesses thrive.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Allen Brinkman II
Chief Executive Officer Florida
Sarah Phalen
President and CEO
Recent News
2022-09-22
Company data provided by crunchbase