Role Overview & Responsibilities

Position Summary

The Sr. Executive Associate, Real Estate & Finance provides high-level, confidential administrative and operational support to the CEO of RealCo and the CFO of Methodist Healthcare Ministries. The role serves as a strategic partner within executive leadership, supporting real estate transactions, legal documentation, governance activities, and executive operations across both entities.

Salary

Annual salary rate begins at $70, 043. Mid range at $89, 306. Actual starting rate will be commensurate with experience and education.

Scope and Impact

This role supports executive leadership across two affiliated organizations with enterprise-wide impact. Responsibilities include coordination of real estate transactions, legal and governance documentation, executive financial administration, and board operations. While the position does not manage a budget directly, it supports budget tracking, invoice processing, audits, and high-impact strategic initiatives.

Decision-Making Authority

Operates with a high degree of autonomy in managing executive priorities, coordinating complex processes, and handling confidential information. Exercises independent judgment in administrative, operational, and coordination decisions while escalating strategic or policy-related matters as appropriate.

Interactions / Working Relationships

• Internal: CEO (RealCo), CFO (MHM), executive leadership, finance teams, legal counsel, governance staff
• External: Attorneys, developers, brokers, lenders, auditors, board members, and other partners
• Interaction is frequent and often executive-level, requiring professionalism, discretion, and diplomacy.

Essential Duties and Responsibilities

1.) Executive & Strategic Support (30%)

• Provide primary administrative and operational support to the CEO of RealCo and CFO of MHM
• Manage complex calendars, meetings, priorities, and deadlines
• Draft and manage executive correspondence, reports, presentations, and briefing materials
• Handle confidential and legally sensitive information with discretion

2.) Real Estate & Legal Coordination (25%)

• Support acquisitions, dispositions, leases, easements, development projects, and property coordination
• Coordinate preparation, review, tracking, and execution of contracts, leases, and legal documents
• Liaise with internal and external legal counsel to manage approvals, signatures, and filings
• Track deadlines, milestones, and contractual obligations

3.) Board, Governance & Entity Support (15%)

• Coordinate board and committee meetings, including agendas, materials, minutes, and follow-ups
• Maintain corporate records, resolutions, and governance documentation
• Support alignment and transparency between RealCo and MHM leadership

4.) Financial & Administrative Management (15%)

• Assist with budget monitoring, purchase requisitions, invoice processing, and check requests
• Reconcile executive credit card expenses in compliance with policy
• Support audits and financial reviews as requested

5.) Travel, Meetings & Executive Operations (10%)

• Coordinate complex executive travel and expense reconciliation
• Organize meetings, site visits, and external engagements
• Prepare agendas, briefing materials, and meeting summaries

5.) Project & Special Initiative Support (5%)

• Support strategic initiatives and cross-functional projects
• Conduct research, compile data, track progress, and prepare executive summaries

Supervisory or Leadership Responsibilities

This position does not supervise others.

Qualifications

Minimum Qualifications (Required)

• Education: Associate's degree in business, legal studies, healthcare administration, or related field
• In lieu of an associate's degree, a high school diploma with seven (7) years of executive administrative experience will be accepted
• Experience: Four (4) years of senior-level executive administrative experience supporting executive leadership
• Other Required Skills/Knowledge:
• Experience supporting executives in real estate, legal, and/or accounting environments
• Exposure to contracts, board governance, or real estate transactions

Preferred Qualifications

• Additional experience supporting C-suite executives
• Experience in nonprofit, healthcare, or real estate development environments
• Advanced familiarity with corporate governance processes

Knowledge, Skills, and Abilities (KSAs)

• Exceptional organization and time-management
• Strong analytical and critical-thinking abilities
• High discretion, judgment, and professionalism
• Excellent written and verbal communication
• Ability to manage competing priorities in a fast-paced executive environment
• Strong interpersonal and relationship-building skills

Language Skills

• English required
• Bilingual skills not required but may be beneficial

Technology and Tools

• Microsoft Office (Word, Excel, Outlook, PowerPoint) - advanced proficiency
• SharePoint and document management systems
• Cloud-based collaboration tools
• Ability to quickly learn organization-specific systems

Work Environment and Physical Demands

• Work Setting: Primarily office-based
• Travel: Occasional travel to MHM and RealCo sites, meetings, or events
• Physical Requirements: Sitting, standing, walking, bending, reaching, kneeling, and lifting up to 25 pounds
• Evening or weekend work may be required as business needs dictate