What are the responsibilities and job description for the Family Office Coordinator position at In-N-Out?
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.
General 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 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
Work Schedule Benefits
- 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 and Pet Insurance
Qualifications
- Bachelor's degree in Business, Finance, Accounting, Management, or a 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
- Progress toward, or interest in, pursuing professional designations such as CFP
- 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 and a "no task is too small" mindset, with the ability to support both routine administrative functions and special projects.
- Demonstrated ability to handle sensitive and confidential information with discretion, integrity, and professionalism
- Strong organizational and time-management skills with the ability to effectively prioritize multiple responsibilities and meet deadlines in a fast-paced environment
- Ability to work independently while contributing positively 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 a variety of functions and take on tasks outside of core responsibilities as business needs evolve
- Strong customer service orientation and commitment to delivering exceptional support to internal and external stakeholders
ABOUT In-N-Out Burger
In-N-Out Burger was founded in 1948 by Harry and Esther Snyder in Baldwin Park, California, and remains privately owned and operated. Under the direction of the Snyder family, the company has opened restaurants throughout California, Nevada, Arizona, Utah, Texas, Oregon, Colorado, Idaho, Washington and Tennessee. In-N-Out Burger’s menu has remained the same since 1948, and we have maintained a simple philosophy – serve only the highest quality product, prepare it in a clean and sparkling environment, and serve it in a warm and friendly manner. We have built a reputation for fresh, made-to-order foods prepared and served by friendly, well trained Associates.