Heather Johnson
Denver
Overview
6
6
years of professional experience
1
1
Certification
Work History
Estate Planning Legal Assistant
Mercer Advisors
Denver
05.2025 - Current
- Drafting various correspondence to wealth management and clients
- Supporting multiple estate planning attorneys throughout the estate planning process, including acting as the primary contact for clients, administering calendar management for the attorney, and scheduling meetings
- Maintaining client files, including preparing and finalizing notes for meetings
Estate Planning Operations Specialist
Mercer Advisors
Denver
04.2024 - 05.2025
- Assemble estate plans, prepare materials, and assist with the client intake process using Aspen and Salesforce
- Coordinate scheduling of client meetings
- Perform general administrative tasks as needed
Sales Associate
Club Pilates
Denver
09.2023 - 04.2024
- Managed social media accounts and created content schedules
- Assisted with scheduling and maintained a clean and safe environment
- Executed full sales process to gain members
Social Media & Marketing Intern
Weekends Boutique
Boulder
07.2023 - 02.2024
- Created consistent and engaging content on social media platforms
- Developed promotional emails and texts using Canva and Postscript
- Utilized analytics from Shopify to improve marketing strategies
- Assisted with web design and managing other website tasks
Jr. Conference Coordinator
Flik Hospitality at Citi Headquarters
New York City
06.2022 - 09.2022
- Coordinated services for meetings
- Communicated available services, policies, and fees to client
- Handled all reservations and bookings
Event Production Intern
Saphire Event Group
East Bridgewater
09.2020 - 12.2020
- Assisted with set up of weddings, wedding rehearsals, and private tastings
- Worked with all teams including production, sales, managers, and culinary to execute events from start to finish
- Oversaw event logistics, venue scheduling, and accommodations using Caterease and Social Tables
Education
Bachelor of Science, Hospitality Management -
Johnson & Wales University
05-2022
Florence University of the Arts
Skills
- Content Creation
- Communication
- Interpersonal
- Customer Service
- Email Marketing
- Web Design
LinkedIn Profile
www.linkedin.com/in/heather-johnson20
Certification
Certified Digital Marketing Professional endorsed by the Digital Marketing Institute
Timeline
Estate Planning Legal Assistant
Mercer Advisors
05.2025 - Current
Estate Planning Operations Specialist
Mercer Advisors
04.2024 - 05.2025
Sales Associate
Club Pilates
09.2023 - 04.2024
Social Media & Marketing Intern
Weekends Boutique
07.2023 - 02.2024
Jr. Conference Coordinator
Flik Hospitality at Citi Headquarters
06.2022 - 09.2022
Event Production Intern
Saphire Event Group
09.2020 - 12.2020
Bachelor of Science, Hospitality Management -
Johnson & Wales University
Florence University of the Arts