Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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HEATHER M. EISENSTEIN

Senior Executive Assistant
West Jordan,UT

Summary

Senior Executive Assistant skilled at offering high-level administrative support to C Suite. Expert in travel management, expense tracking and schedule coordination. Assists executive team using exceptional communication and organizational skills. Proven track record of maintaining efficient office operations. Master in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.

Overview

24
24
years of professional experience

Work History

Sr. Executive Assistant

HealthEquity
03.2021 - 01.2024
  • Previous duties as listed below
  • Provide administrative support for Chief Security Officer, Chief Information Security Officer, and Chief Information Officer
  • Assist 20 leaders reporting to CSO, CISO and CIO
  • Arrange international and domestic travel arrangements for the Security/IT teams
  • Enter all purchase orders for Security team
  • Event planning for offsite meetings as well as meetings at the home office
  • Onboarding new Security teammates
  • Own and run all leadership meetings, town halls, and fireside chats
  • Co-chair and co-creator of Pride+ connections group
  • Purple with Purpose site champion for volunteer opportunities

Executive Assistant

HealthEquity
01.2019 - 03.2021
  • Provided administrative support for Chief Security Officer
  • Calendaring and email management
  • Processed and submitted expense reports
  • Acted as CSO in his absence
  • Ensured zero violations on all travel and expenses
  • Responded to all calls & inquiries
  • Managed communication between CSO, staff and executive team
  • Maintained security first in all interactions
  • Performed personal tasks for the CSO as requested

Executive Assistant to the Chief Executive Officer

Dental Select
03.2002 - 01.2018
  • Organized and scheduled all travel plans and meetings
  • Responded to all calls & inquiries
  • Managed communication between CEO, staff and executive team
  • Planned all CEO personal travel
  • Performed personal tasks for the CEO as requested
  • Assisted COO, CSO, CTO and CGO as well as General Counsel
  • International and Domestic travel arrangements for all employees
  • Responsible for all new hire onboarding and in-house human resources, including maintaining company documents
  • Processed bi-monthly payroll
  • Processed annual bonus for company with leaders

Receptionist/Administrative Assistant

Titus, Brueckner & Berry, P.C
06.2000 - 01.2002
  • Answered multi-line telephone system
  • Opened and disbursed office mail, bills and deliveries
  • Reserved and maintained conference rooms, Opened and disbursed office mail, bills, deliveries and took all outgoing mail to post office
  • Ordered all office supplies; including kitchen supplies, firm stationery and business cards, fax and copier supplies
  • Maintained library material, books and completed all updates
  • Responsible for records management, file indexing and storage index maintenance
  • Assisted partners with weekly meetings
  • Assisted with and prepared billing
  • Responsible for scheduling maintenance on all office equipment
  • Reserved and maintained all conference rooms
  • Entered all new matters in appropriate logs and systems
  • Responsible for weekly new matter report and update of fee engagement letters

Education

San J

Skills

Microsoft Office Suite

Onboarding/Offboarding

Schedule Management

Travel logistics (International/Domestic)

Expense Reconciliation (Concur)

Customer Service

Organizational Management

Corporate Event Planning

Company Culture/Wellness

Diversity, Equity & Inclusion

Human Resources

Payroll Administration

Affiliations

  • International Association of Administrative Professionals
  • American Society of Administrative Professionals

Timeline

Sr. Executive Assistant

HealthEquity
03.2021 - 01.2024

Executive Assistant

HealthEquity
01.2019 - 03.2021

Executive Assistant to the Chief Executive Officer

Dental Select
03.2002 - 01.2018

Receptionist/Administrative Assistant

Titus, Brueckner & Berry, P.C
06.2000 - 01.2002

San J
HEATHER M. EISENSTEINSenior Executive Assistant