Executive Assistant to CFO/COO

Amplify Health; Raleigh (NC); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Company paid Medical for Employee and

Dental and Vision insurance

401(k) plan company match

Birthday Off

One Floating Holiday

Job summary

Amplify Health seeks an Executive Assistant to support the CFO and COO with high-level administrative duties, calendar management, travel arrangements, and financial document preparation. The role requires coordinating meetings, preparing reports, and attending to confidential financial information.

Ideal candidates will have a background in finance or accounting, strong Microsoft Office skills, and the ability to work collaboratively with cross-functional teams in a healthcare environment.

Qualifications

• Minimum of Associated Degrees or equivalent years of experience.
• 5 years of executive level administrative experience.
• 3–5 years of accounting/financial support experience in an admin or executive setting.
• Strong computer skills with Microsoft Word, Excel, PowerPoint, Outlook, and Visio.

Responsibilities

• Provide high-level administrative support to executive leadership, primarily supporting the CFO and COO.
• Manage calendars and coordinate meetings for the CFO and COO.
• Answer and direct calls using a multi-line phone system with courteous assistance.
• Prepare and format presentations and documents to align with branding; manage records and intranet.
• Coordinate meeting logistics, room calendars, and scheduling; maintain calendars and rosters.

Skills

Executive support

Calendar management

Travel coordination

Financial reporting support

Communication

Education

Associated Degrees or equivalent experience

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Visio

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Executive Assistant to CFO/COO

Beacon Point at UNC, Raleigh, NC, US

Why Choose Amplify Health?

Choosing where you build your career is about more than finding a job, it's about finding purpose.

At Amplify Health, you'll join an organization that is growing, evolving, and investing in the future of community health. Our employees have opportunities to collaborate across disciplines, embrace innovation, and make a lasting impact on the lives of more than 25,000 patients throughout Wake and Franklin counties.

Our locations throughout Raleigh, Cary, Wake Forest, Holly Springs, Apex, Fuquay-Varina, and surrounding communities allow you to build a rewarding career while enjoying everything the Triangle has to offer. Ideally situated between the Blue Ridge Mountains and the Atlantic coast, the Triangle consistently ranks among the nation's best places to live and work, offering a thriving economy, outstanding schools, diverse neighborhoods, world-class universities, exceptional dining, arts, entertainment, and endless outdoor recreation.

Whether you're just beginning your career or looking for your next opportunity, Amplify Health offers a workplace where you can grow professionally while making a meaningful difference every day.

Amplify Health is a comprehensive health care organization dedicated to improving the health and well-being of the communities we serve. Through integrated, whole-person care, we provide a wide range of services, including primary care, pediatrics, dental care, behavioral health, nutrition services, 340B pharmacy, mobile health, care management, and more.

Our team is united by a shared mission:

To deliver quality, compassionate primary health care—every patient, every time—in response to the needs of our communities.

At Amplify Health, we believe great care begins with great people. We foster a collaborative, inclusive workplace where every team member is empowered to make a meaningful difference. Guided by our core values of Innovation, Impact, and Integrity, we continuously seek better ways to care for our patients, support one another, and strengthen the communities we serve.

Benefits Offered

• Company paid Medical for Employee and two dependents.
• Dental, and Vision insurance
• 401(k) plan company match
• All employees receive their Birthday Off
• One Floating Holiday

Position Summary

Provides high-level administrative support to executive leadership, primarily supporting the Chief Financial Officer and Chief Operations Officer. Leverage a background in finance and/or accounting to support financial operations, Key responsibilities include coordinating committee meetings, managing calendars, handling incoming calls, arranging travel, meetings, events, and preparing reports, meeting minutes, agendas, and financial documents. This role also involves close collaboration with other administrative staff and offering coverage as needed to ensure seamless departmental operations.

Essential Duties and Responsibilities

Committee and Internal Meetings

• Responsible for ensuring timely and accurate scheduling, coordination, and logistical support for assigned committees and internal meetings.
• Serve as primary administrative and clinical support to the Chief Financial Officer (CFO) and Chief Operations Officer (COO)
• Leverage a background in finance and/or accounting to support financial operations, reporting, documentation, and executive-level administrative needs.
• Coordinate activities for multiple internal and board-related committees, including but not limited to: Finance/Accounting team meetings, Budget and forecasting meetings, Financial review meetings,Audit meetings with internal or external auditors, Strategic planning meetings,Process improvement meetings, Risk, compliance, and operational planning meetings, Facilities, technology, or other administrative operations meetings and other assigned meetings.
• Prepare and distribute agendas and meeting materials in advance to ensure readiness and engagement.
• Accurately document meeting minutes, actions, and decisions, and follow up with designated individuals to ensure completion of assigned tasks.
• Maintain an annual calendar of committee meetings, send reminders, and monitor attendance to ensure quorum requirements are met.
• Manage and update committee rosters, email distribution lists, and general committee correspondence.
• Arrange food and beverage services as needed, including meeting setup and cleanup.

Accounting and Financial Support

• Assist with financial and accounting activities, including preparing reports, reviewing financial documentation, processing and organizing financial information, and supporting reconciliations and related administrative tasks.
• Prepare and maintain accurate, confidential financial documents and reports for executive leadership.
• Coordinate meetings, calendars, travel, events, agendas, meeting minutes, and other executive administrative responsibilities.
• Collaborate with accounting, finance, and administrative teams to ensure timely completion of financial and operational tasks.

Executive Administrative Support

• Provide high-level administrative support to executive leadership, primarily supporting the Chief Financial Officer (CFO) and Chief Operations Officer (COO), with a focus on accounting and financial support.
• Manage calendars and coordinate meetings for the Chief Financial Officer (CFO) and Chief Operations Officer (COO),
• Answer and direct calls promptly using a multi-line phone system, providing courteous and efficient assistance to all callers.
• Deliver timely and accurate administrative support, including faxing, scanning, filing (both electronic and paper), drafting correspondence, managing records, and updating the intranet.
• Coordinate meeting logistics, including managing room calendars and ensuring appropriate scheduling.
• Prepare and format presentations and documents to align with organizational branding, improve clarity, and ensure professional quality.

Other Projects and Duties:

• Special projects as assigned

Supervisory Responsibilities

• None

Required Qualifications

• Minimum of Associated Degrees or equivalent years of experience
• 5 years of Executive level administrative experience
• 3-5 years of experience providing accounting and/or financial support, preferably in an administrative or executive support environment.
• Strong computer skills with knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Visio.

Preferred Qualifications

• Experience in health care, non-profit, and or federally qualified or community health care environment
• Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task.
• Auditable Documentation: ability to document records and maintain version control in accordance with organizational standards.
• Planning & Organization: ability to effectively plan and organize your work to achieve objectives and deadlines.
• Effective Communication: ability to effectively communicate orally, written and using active listening skills with all levels of the organizations, vendors, partnering organizations, and patients.
• Flexible & Adaptable: ability to shift with changing priorities and embrace change

Physical Demands

While performing the duties of this job, the employee must be able to sit for long periods of time, stand, walk, and occasionally lift and/or move up to 25 pounds. The employee will work on a computer and simultaneously use the telephone and must have good hand/finger dexterity. Specific vision abilities required by this job include close vision and ability to adjust focus. Must be able to interact with other employees in close proximity and may come into contact with patients.

This position works in a professional work environment and will frequently use standard office equipment such as computers, phones, photocopiers, postage machine, filing cabinets, scanners, and fax machines. This position will be an open work environment allowing for easy access for employees/customers to be serviced.