Job Description
Overview
Ace Resources is seeking a highly capable and trusted Executive Assistant to support the Owner and Office of our client across both business and personal fronts. This role is ideal for someone who thrives in a fast-paced, high-accountability environment, brings strong organizational and basic financial acumen, and enjoys balancing personal / family support with business coordination.
The position will be responsible for managing multi-entity administration, including scheduling, very basic financial administration, digital file management, meeting follow-up, and household / family logistics. This is a critical role that requires absolute discretion, proactive problem-solving, and a disciplined ability to create and maintain systems.
Key Responsibilities
Planning
- Manage calendars, scheduling, and meeting coordination
- Coordinate travel logistics (personal and business)
- Support family planning (appointments, childcare, household services)
Administrative
Manage basic bill pay and vendor payments across several small entities (real estate, family office)Maintain expense records, basic transactions, and support QuickBooks / financial reporting workflowsAssist with light bookkeeping, monthly reconciliations, and finance document preparationCoordinate with CPA’s, attorneys, bankers, and advisors as neededMeetings & Communication
Prepare agendas, materials, and logistics for meetingsCapture meeting notes and translate into action items with deadlinesMaintain and track follow-ups across business and family initiativesManage personal contact CRMDigital Systems & File Management
Maintain and optimize IT systems (M365 : Outlook, OneNote, To Do, SharePoint, Copilot)Organize and manage digital filing systems across entities (SharePoint, OneDrive)Support workflow dashboards, task lists, and reporting systemsProject & Workflow Coordination
Track progress across multi-entity initiatives (real estate, aviation, investments, family planning).Anticipate needs, identify gaps, and proactively implement solutions.Ideal Candidate
The ideal candidate is intuitive, resourceful, systems-minded, and highly trusted and discreet, with the ability to operate seamlessly across both business and personal fronts. They thrive in an environment where priorities shift quickly, and they excel at keeping complex calendars, projects, and workflows organized.
Key traits and attributes :
Proactive and anticipatory (acts before being asked)Tech savvy and general interest in integrating the latest systems to save timeKnack for seeing around corners and basic analytics or researchDetail-oriented with strong follow-through disciplineTrustworthy, discreet, and comfortable handling sensitive financial and personal informationBalanced approach : can handle both strategic tasks (meeting prep, financial tracking) and tactical tasks (errands, scheduling)Required Skills & Experience
Proficiency in Microsoft 365 (Outlook, To Do, OneNote, SharePoint)Huge advantage if candidate has experience working Tableau or PowerBIFamiliarity with QuickBooks Online and financial administrationStrong organizational and project management skillsExcellent written and verbal communicationExperience supporting executives in high-stakes, multi-entity environments preferredSchedule & Work Style
Full-time positionOffice located in Oklahoma City; some flexibility for remote / digital workMonday–Friday with occasional after-hours responsiveness requiredAbout the Family Office
Our client's organization was established to manage business and personal investments across energy services, real estate, aviation, and family investments. The company’s mission is to provide long-term stewardship of assets, strategic growth initiatives, and integrated family management. The Executive Assistant role is central to ensuring organizational excellence and enabling ownership to remain focused on the highest priorities.