Family Office Coordinator (Financial Operations)

Come join our family at In-N-Out Burger!  

We have an excellent opportunity for a full-time Family Office Coordinator based in the Franklin, TN office.  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. 

• 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

• Full-time position, Hourly Non-Exempt

• Office Location: Franklin, TN

• Office Hours: Monday-Friday, 8:00 am-5:00 pm 

• Travel: 15% of the year will be spent traveling nationwide, to include to the CA office 

• Excellent Benefits, to include Medical, Dental, Vision, Life Insurance, FSA’s, 401(k)/Profit Sharing Plan, Adoption Assistance, Education Reimbursement, Supplemental Health Plans