Lilly H. Email & Phone Number

Los Angeles, Ca, Us

Brentwood, California, United States

•Provide support and training for District Office personnel on job functions including, but not limited to, District Office procedures, sales procedures, business profiles, sales documentation, AIMS, and all other sales technology systems•Manage District Office correspondence files, file organization, & retrieval systems, as well as sales files & sales proposals•Facilitate activities performed in the District Office with necessary administrative support & maintain marketing collateral•Handle a variety of sensitive situations and confidential materials with appropriate discretionFacilitate on-boarding and off-boarding of District Office personnel•Set up both on-site and off-site meetings, events and develop agendas and presentations•Preparation of sales proposals, with responsibility for the submittal of closing documents. Acts as final reviewer of all completed sales packages prior to submittal to corporate-based teams•Assist as needed with the development of closing week forecasts for District Offices in the respective Region. Track sales budget and maintain reports and ongoing tracking of sales activity levels and related sales intelligence•Provide recommendations for streamlining processes and increasing sales efficiencies. Participate in the development, testing and implementation of new processes, programs and projects•Provide assistance with local incentives, campaigns and contests, including tracking, reporting, and support•Work closely with Marketing on promotional and marketing campaigns, and handle distribution in the respective Region•Volunteer Council Member. Focus on community involvement to promote volunteerism & philanthropy among employees•Oversee local corporate donations, collaborate with corporate communications and public relations firms to promote volunteerism in the community, maintain District Office activity on the Insperity Community Involvement website, and attend volunteer training once a year

Greater Los Angeles Area

Act as the gatekeeper to the CEO I assist with both business matters and personal/family business. Drive day-to-day operations in the corporate and personal life of the Principals of numerous holdings in the multi-million dollar range. This includes property management of real estate owned, overseeing construction of a new home and Office Management in the main office. I coordinate schedules, meetings, own the filing system, and participate in special development projects. Traveling to various properties and handling tenant issues as needed.CONTRIBUTIONS & PROCESS DEVELOPMENT:• Provide support in a one-on-one working relationship• Complete critical tasks with a hands-on approach that facilitates the CEO with the ability to execute business goals and objectives• Prepare and deliver reports, e-mails and other correspondence on a daily basis for various affiliations/entities• Coordinate and schedule meetings, conferences, video teleconference, this includes minute taking and meeting set-up/tear down• Plan, coordinate and ensure schedules are adhered to and respected, both business and personal• Work closely and effectively with Principals to keep them well informed of commitments and responsibilities• Prepare and coordinate meeting packets, agenda’s, presentation materials and venue logistics• Prioritize conflicting needs, handling matters expeditiously, proactively, and following through on projects to successful completion, often with short deadlines and high stress levels

Act as the gatekeeper to the CEO and COO, including providing on-call 24/7 assistance in both business and personal matters. Drive day-to-day operations in the corporate and personal life of the Principals of numerous holdings in the multi-million dollar range. Coordinate schedules, meetings, own the filing system, and participate in special development projects. Also provide assistance to the CEOs household, including managing bookkeeping, coordinating shopping, events and errands. Traveling as needed.CONTRIBUTIONS & PROCESS DEVELOPMENT:• Provide support in a one-on-one working relationship• Complete critical tasks with a hands-on approach that facilitates the CEO and COO with the ability to execute business goals and objectives• Take minutes for executive meetings, including agendas, itineraries, venue, set-up/tear down• Plan, develop and deploy visual presentations for corporate and marketing purposes, such as newsletters, bulletins, and business plans• Prepare and deliver reports, e-mails and other correspondence on a daily basis• Coordinate and execute office events, luncheons, holiday celebrations, including budgeting, vendor hiring, etc.• Work closely and effectively with Principals to keep them well informed of commitments and responsibilities• Prepare and coordinate meeting packets, agenda’s, presentation materials and venue logistics• Prioritize conflicting needs, handling matters expeditiously, proactively, and following through on projects to successful completion, often with short deadlines and high stress levels • Serve as the primary contact to the Principals• Scheduling of all travel, including transportation, accommodations, and private air travel• Plan and coordinate events for the company and the family, such as corporate meetings, dinner parties; organize menus, guest lists, staff, and confirm the events were successfully run

Pacific Palisades, Fisher Island, New York

UHNW FAMILY EXECUTIVE / PERSONAL ASSISTANT / FAMILY ASSISTANTProvided 24/7 assistance on an on-call basis, including but not limited to: phone duties, correspondence review, travel scheduling, expense reports, staff coordination and project budgeting. Responsible for independently initiating, coordinating, and executing administrative duties in support of the C-Level Executives and Chairman of the Board. This required independently managing daily tasks, determining priorities and problem solving. Acted as the liaison with colleagues, community members, partners and new business prospectsCONTRIBUTIONS AND PROCESS DEVELOPMENT:• Drove the creation, development and delivery of media press releases and performed research tasks to provided recommendations and research briefings• Daily interactions with architects, engineers, vendors, tenants and construction personnel• Reviewed and processed invoices, work orders, AP/AR• Liaised with city officials to greater assist the Principal reach corporate goals• Coordinated corporate events from the initial planning and scheduling to liaising with event staff and conforming to budgetary restrictions• Updated and input information into databases for gifts, charitable donations, mailing lists• Management of closet organization and purging• Handled all aspects of appointments, personal, business, medical and high-level clientele and personal friends• Maintained philanthropic databases and orchestrated donations• Maintained multiple databases and records for insurance purposes• Strong organizational and superior oral and written communication skills• Highly organized and efficient; able to manage multiple projects/tasks simultaneously• Able to handle complex travel and logistical arrangements• Household inventory, including ordering and organization• Detailed travel planning, including packing, travel arrangements, transportation, lodging and itineraries

Glendale, California

• Worked under direct supervision of the Vice President, Senior Managers and Division Vice Presidents• Managed heavy composition of correspondence to various levels of clientele and executives• Preparation of all travel arrangements, calendaring and expense reports• Development and preparation of daily & month-end reports, presentations, graphs, spreadsheets• Created sales materials, brochures, presentations & graphic design• Developed and implemented numerous organizational systems• Worked with in-house graphic designer to develop necessary marketing collateral materials• Coordinated literature availability• Coordinated the Annual Chicago Trade Show, from beginning to end, including product ordering, contracts, and shipments…• Developed and designed Nestle-wide sales team organizational chart book utilized throughout the United States by the sales team and top level executives