Megan Heard
Salt Lake City,UT
Summary
I'm professional with a strong work ethic and background in executive support, adept at managing complex schedules, transactions, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, problem-solving, and prioritization. Integrity is one of my strongest characteristics; I have high expectations of myself and hold myself accountable. I'm committed, and eager to learn to expand my skills.
Overview
2026
2026
years of professional experience
Work History
Executive Assistant to the General Counsel
Bridge Investment Group
2022 - Current
- Manage executive calendars, schedule meetings, and coordinate travel arrangements efficiently.
- Process travel expenses and reimbursements for the General Counsel and the legal team.
- Manage timekeeping for the General Counsel, and submit on a monthly basis.
- Manage timekeeping software, matter creation, invoicing, and time entries.
- Manage e-billing system, involving timekeeper rates, matter creation, invoice submission, and allocations.
- Process outside counsel and vendor invoices.
- Streamline executive communication by managing emails, phone calls, and scheduling appointments.
- Organize and coordinate conferences and monthly meetings.
- Coordinate events and plan travel for legal team members, promoting team-building activities, and boosting morale within the workplace.
- Update spreadsheets and databases.
- Developed strong relationships with outside counsel and vendors, leading to more streamlined and efficient processes.
- Maintain strict confidentiality of sensitive information, upholding the company's privacy policies and ethical standards.
- Maintain filing systems to ensure easy access to critical documents.
- Legal document editing, red-lining, and mailings.
- Maintain corporate, and fund-level structure charts.
Real Estate Transaction Coordinator
Select Group Realty / Summit Sotheby's Realty
2018 - 2022
- Posted listings on MLS.
- Present purchase offers to sellers for consideration.
- Contract negotiation
- Handle incoming business and client requests for information.
- Coordinated property transaction processes, ensuring compliance with legal and regulatory requirements.
- Managed communication between clients, agents, and escrow officers to streamline transactions.
- Maintained accurate records of transaction documents and timelines for efficient workflow management.
- Facilitated scheduling of inspections, appraisals, and closing appointments to meet client needs.
- Developed checklists for transaction procedures to enhance consistency and reduce errors.
Administrative Assistant
Bennett Tueller Johnson & Deere
2014 - 2018
- Managed daily office operations, including client accounts, supply, inventory, and records management.
- Pleadings and discovery files.
- Estate Planning Binders.
- Court filings.
- Monitored and screened visitors to verify accessibility to inter-office personnel.
- Managed the electronic records database and handled attorney file requests.
- Prepared packages for shipment, pickup, or courier delivery to clients.
- Received and routed business correspondence to the correct attorney or staff member.
- Assisted with event planning, including associated travel and logistical arrangements.
- Coordinated, scheduled, and arranged meeting and travel calendars, including business and social events.
- Checked the accuracy and integrity of files, and resolved errors.
- Assisted senior administrative professionals with daily work tasks.
Education
Some College (No Degree) - General Studies
Salt Lake Community College
Salt Lake City, UTSkills
- Strong work ethic
- Notary Public
- Calendar management
- Attorney time entries
- E-billing
- Outside counsel engagement
- Matter creation
- Invoice processing
- Booking travel
- Expense reimbursement
- Microsoft Office
- Event planning
- Systems and software
- Meeting coordination
Timeline
Executive Assistant to the General Counsel
Bridge Investment Group
2022 - Current
Real Estate Transaction Coordinator
Select Group Realty / Summit Sotheby's Realty
2018 - 2022
Administrative Assistant
Bennett Tueller Johnson & Deere
2014 - 2018
Some College (No Degree) - General Studies
Salt Lake Community College