Client Relationship Specialist/Administrative Assistant
Lily is a member of our Client Services team and assists clients with administrative support related to their portfolio, custodian statements, and other client service issues. She works closely with the Financial Advisors and other professionals to provide a direct communication conduit for clients to understand the work that the company does on their behalf. Lily is also responsible for greeting clients and answering the phones. She supports the Financial Advisors with scheduling appointments, running reports, and client correspondence, as well as supporting the day-to-day operations of the office.
Prior to joining Brouwer & Janachowski, Lily held various operations and administrative roles at Benefit Cosmetics, Lilyluv Boutique, Chase Bank, and Redwood Credit Union. Lily is attending College of Marin for a degree in Business Administration.