Family Office Coordinator: Wealth Operations & Admin

In-N-Out Burgers, Inc.; Franklin (TN); On-site; USD 46,000 - 60,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

FSA's

401(k)/Profit Sharing

Adoption Assistance

Education Reimbursement

Supplemental Health Plans

Pet Insurance

Job summary

In-N-Out Burger is seeking a capable Family Office Coordinator based in Franklin, TN. This full-time role will support the Family Office team with administrative, operational, and financial tasks, offering broad exposure to wealth management operations and accounting in a sophisticated family office setting.

You will report to the Investment Operations Manager and coordinate across departments, vendors, and advisors while traveling up to 15% of the year, including trips to the CA office.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Management, or related field.
• 2+ years of experience in Accounting, Investment Management, Family Office, or Financial Service role.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook, and PowerPoint; ability to learn new software and technology platforms quickly.
• Pursuing CFP designation.
• Exceptional attention to detail with a demonstrated ability to maintain accurate records, manage documentation, and handle data with a high degree of precision.
• Strong problem-solving skills with a 'no task is too small' mindset, able to support routine admin functions and special projects.
• Ability to handle sensitive and confidential information with discretion, integrity, and professionalism.
• Strong organizational and time-management skills with the ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment.
• Ability to work independently while contributing to a collaborative team environment.
• Capacity to manage competing priorities while keeping sight of big-picture objective.
• Resourceful, proactive, and adaptable with a willingness to assist across functions.

Responsibilities

• 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 high accuracy.
• 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 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.

Skills

Attention to detail

Time-management

Organizational skills

Independent worker

Customer service oriented

Problem solving

Education

Bachelor's degree in Business, Finance, Accounting, Management, or related field

Pursuing CFP designation

Tools

Microsoft Office Suite

Excel

Word

Outlook

PowerPoint

Job description

In-N-Out Burger is seeking a capable Family Office Coordinator based in Franklin, TN. This full-time role will support the Family Office team with administrative, operational, and financial tasks, offering broad exposure to wealth management operations and accounting in a sophisticated family office setting.

You will report to the Investment Operations Manager and coordinate across departments, vendors, and advisors while traveling up to 15% of the year, including trips to the CA office.