Personal Assistant for a Design and Engineering Firm in the US (Home Based Part Time)

Virtual Coworker•Rocklin, CA

9d•Remote

About The Position

This is a part-time, home-based Personal Assistant role for a Design and Engineering Firm in the US. The role involves managing digital calendars, triaging communications, building itineraries, managing travel, prescreening project bids, organizing files, managing the sales pipeline/CRM, supporting remote onboarding and recruitment, managing personal appointments, handling confidential matters, and tracking invoicing.

Requirements

Proficiency in managing digital calendars
Experience in triaging emails, calls, and texts
Ability to draft appropriate responses for different brands/voices
Experience in building itineraries and managing bookings
Troubleshooting travel issues
Experience in prescreening and scheduling project bids
Proficiency in organizing files in shared drives (e.g., Google Drive) with a clear folder structure
Experience managing sales pipelines/CRMs remotely
Ability to follow up on quotes and leads via phone/email
Experience supporting remote onboarding logistics
Experience in screening and recruiting staff
Ability to manage personal appointments and family scheduling
Discretion in handling confidential personal and financial matters
Experience using secure digital channels
Ability to track invoicing status and follow up on outstanding payments

Responsibilities

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