Family Office Client Operations Manager - Springfield, IL
1 month ago

Job summary
The Family Office Analyst & Operations Officer supports INB's Family Office Team by providing comprehensive financial analysis,operational coordination,
& client record management for high-net-worth individuals
& families.
- Coordinate the gathering of financial documents from clients,
advisors,
custodians,&
third-party providers - Serve as an operational liaison between Family Office Advisors, products, service delivery models enhance efficiency.
Job description
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