Shareholder Project Coordinator
Based in Oklahoma City, Snowmass Creek Capital is a single-family office affiliated with MidFirst Bank. This position reports to the Family Office COO and supports Shareholder Services, Family Office operations, and aviation activities as needed.
Position Summary
We are seeking an organized, proactive, and service-oriented professional to provide project, administrative, and operational support across the Family Office. The role will coordinate projects, organize information, track deadlines and follow-up items, prepare business materials, and work with internal teams, shareholders, advisors, and vendors.
Key Responsibilities
Shareholder Services & Project Coordination
- Support projects and day-to-day priorities of the Shareholder Services office.
- Coordinate projects involving Family Office personnel, advisors, and vendors.
- Track deadlines, action items, deliverables, and outstanding requests.
- Prepare reports, presentations, spreadsheets, correspondence, and meeting materials.
- Organize records and information and assist with document management.
- Conduct research and assist with special projects.
- Coordinate signatures, document execution, and requests from attorneys, tax advisors, banks, and other professionals.
- Help improve administrative processes, tracking systems, and office organization.
Executive & Administrative Support
- Provide administrative and project support to the COO.
- Assist with calendars, scheduling, meetings, and follow-up.
- Coordinate communication and projects across departments and outside parties.
- Handle confidential information with discretion and sound judgment.
Aviation Support
- Process aviation expenses, invoices, and vendor payments.
- Maintain aviation records and assist with aircraft usage and operational reporting.
- Coordinate administrative matters with aviation personnel and vendors.
- Provide occasional support at the hangar as needed.
Qualifications
- 3+ years of relevant experience in project coordination, executive support, family office, professional services, or a similar role.
- College degree preferred.
- Proficient in Microsoft Outlook, Excel, Word, Teams, and PowerPoint.
- Strong organizational, communication, analytical, and project-management skills.
- Ability to manage multiple priorities and independently follow projects through completion.
- Professional, discreet, detail-oriented, and service-minded.
- Strong initiative, judgment, and problem-solving skills.
- Flexible and comfortable handling a mix of administrative, project, and operational responsibilities.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3+ years of relevant experience in project coordination, executive support, family office, professional services, or a similar role
- Proficiency in Microsoft Outlook, Excel, Word, Teams, and PowerPoint
- Strong organizational, communication, analytical, and project-management skills
- Ability to manage multiple priorities and independently follow projects through completion
- Professional, discreet, detail-oriented, and service-minded
- Strong initiative, judgment, and problem-solving skills
- Flexibility handling administrative, project, and operational responsibilities
- College degree
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
-
Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
-
Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
-
Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
