Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Lily Fujii

Washington,DC

Summary

Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Executive Assistant

CEO of New Perspective Financial Solutions
2021 - Current
  • Provided executive-level support to CEO and four advisors, managing a calendar of 50+ weekly appointments, travel arrangements, and confidential documentation.
  • Prepared presentations, reports, and virtual meeting briefings for 20+ leadership meetings annually, improving decision-making efficiency.
  • Served as liaison for internal and external stakeholders, facilitating communication across 4 departments and 500+ clients to ensure seamless project execution.
  • Enabled CEO to focus on strategic priorities by managing operational and administrative workflows, contributing to $30M in new business closed in 2024 (50% above goal) and on pace for $50M in 2025.

Director of Client Relations & Senior Marketing Associate

New Perspectives Financial Solutions
01.2021 - Current
  • Manage calendars, workflows, and lead allocation for four advisors and two operational staff (50–100 appointments weekly).
  • Coordinate secure client policy and check transitions; provide notarization services.
  • Implemented CRM system connecting prospects to advisors, increasing bookings and revenue.
  • Plan 18+ seminars, webinars, and events annually; leverage digital campaigns to drive engagement.
  • Lead recruitment, onboarding, and training of new hires; develop high-performing remote teams.
  • Strengthened client retention by 20% through relationship-building and proactive engagement.
  • Developed and maintained strong client relationships to enhance satisfaction and retention.
  • Led strategic planning initiatives to align client services with organizational goals.

Elementary Science Teacher

Harriet Tubman Charter School
01.2019 - 01.2021
  • Delivered remote and in-person instruction; achieved 94% engagement during virtual learning.
  • Maintained strong communication with parents through newsletters, conferences, and virtual logs.
  • Developed and implemented engaging science curricula aligned with state standards.

Personal Supports (CSLA I & II)

The Arc
01.2018 - 01.2019
  • Supported clients with autism in developing independence, enhancing life skills, and actively participating in community programs, leading to measurable improvements in daily functioning and social engagement.
  • Developed individualized daily routines and learning activities; improved client socialization by 45% over three months.
  • Assisted clients with invoicing, proposals, and skill development to promote self-sufficiency.

Education

BA - Clinical Psychology

University of Maryland
Baltimore, MD

Skills

  • Remote executive support & team leadership
  • Client relations & business development
  • Financial advisory operations & CRM management
  • Event planning & digital marketing
  • Administrative support
  • Office management
  • Strong problem solver
  • Customer Service-oriented
  • Schedule & calendar planning
  • Meticulous attention to detail

Accomplishments

  • Expanded financial advisory firm from 3 → 12 employees in under three years, surpassing aggressive growth targets.
  • Served as Executive Assistant and managed client relations for the Founder & CEO, that contributed to $30M in new business in 2024 (50% above goal) and is on track to reach $50M in 2025, with $45M secured by Q3.
  • Developed and implemented custom CRM automation systems, doubling revenue in its first year by improving pipeline efficiency and client experience.
  • Directed 15+ high-performing marketing events annually, achieving record engagement (~56% RSVP rate).
  • Increased client retention by 20% through proactive communication and relationship-building initiatives.

Certification

Certification: Notary Public, Maryland

Timeline

Director of Client Relations & Senior Marketing Associate

New Perspectives Financial Solutions
01.2021 - Current

Elementary Science Teacher

Harriet Tubman Charter School
01.2019 - 01.2021

Personal Supports (CSLA I & II)

The Arc
01.2018 - 01.2019

Executive Assistant

CEO of New Perspective Financial Solutions
2021 - Current

BA - Clinical Psychology

University of Maryland

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