Personal Assistant for a Design and Engineering Firm in the US (Home Based Part Time)
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AI Summary
The role involves managing digital calendars, email correspondence, and travel itineraries for a design and engineering firm. Additionally, the assistant will handle CRM updates, project bidding, onboarding logistics, and personal scheduling tasks.
• Manage a unified, clearly delineated digital calendar spanning A&E client meetings, site visits, board meetings, and solar sales calls, site assessments, and installer coordination
• Triage email/calls/texts across all inboxes, drafting responses appropriate for each brand/voice
• Build itineraries, confirm bookings, and troubleshoot travel issues.
• Prescreen and schedule project bids.
• Organize all files in shared drives (Google Drive) with a clear, consistent folder structure per company
• Manage the sales pipeline/CRM remotely, follow up on quotes and leads by phone/email
• Support remote onboarding logistics for new hires (scheduling, paperwork, shipping equipment)
• Support with screening and recruiting new staff.
• Manage personal appointments and family scheduling (booking, confirming, rescheduling)
• Handle confidential personal and financial matters with discretion, using secure digital channels
• Track invoicing status and follow up on outstanding payments via email/phone
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