Estate or Household Manager Client Application

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Client Information

Client's name:*

Client's first name Client's last name

Occupation:

Employer:

Address:*

Street Address City State / Province / Region ZIP / Postal Code Country

Are there any special directions to find the home?

(e.g. hidden drive, landmarks, security gate)

Phone number type:*

Phone:*

Email:*

Enter Email Confirm Email

Partner's name:

Partner's first name Partner's last name

Occupation:

Employer:

Phone:

Email:

Search lead name:

(e.g. who will be leading the search for this role if different than client)

Phone:

Email:

If there are children in the home, please list each child's name, sex, and date of birth, allergies, and any schedule considerations:*

Name

Gender

Date of birth

Allergies

Are there other family members in the household?*

Yes

If yes, please list their names and ages:

Name

Age

Who will make the hiring decision?*

Is this role associated with an organization?*

(e.g. business, LLC, trust. conservatorship)

Yes

If yes, please provide the organization's name:

Who should be copied on search correspondence?*

How did you hear about us?*

Candidate referral

Client referral

Community marketing outreach

Corporate employer program

Email marketing

Event planner

Friend

Google

Hotel partner

Marketing advertisement

Moms group

Returning candidate

Returning client

School partner

Social media (IG, FB)

T+C website

Trusted business partner

Other

If referred, please indicate by whom so we can thank them:

Job Description

Is this a confidential search?*

Yes

Type of household professional you are seeking:*

Private Educator

Private Estate Manager

Private Household Manager

Type of position you are seeking:*

Full-time

Part-time

Live-in

Live-out

Long-term

Temporary

Start date:

MM slash DD slash YYYY

End date:

MM slash DD slash YYYY

(if applicable)

Days and hours needed:*

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Which time frame would you like coverage for each day of the week?*

Same time each day

Different times each day

If so, please specify the time.

If you prefer different coverage time frames for each day, please specify the times for each day below.

Comments:

Please indicate any additional details about your preferred start or end date.

Will overtime and weekends be required?*

Yes

If yes, how often?

Will the candidate for this position be required to work holidays?*

Yes

If yes, please specify?

Is there any other information we should know about the required schedule?

Is a uniform required or do you have a preferred dress code?*

Yes

If yes, please describe:

Is there anyone currently employed in this position?*

Yes

If yes, please describe the situation:

Will the employee be required to travel?*

Yes

If yes, please list frequency, destinations, and responsibliites while traveling

Core Responsibilities

What tasks will the employee be expected to perform?*

(Check all that apply)

Boat or Yacht maintenance

Budgeting for the estates or homes

Calendaring

Creating household manuals

Email communication

Errands

Event planning

Hiring household staff

Household bookkeeping

Manage construction projects

Manage grounds and gardens staff

Payroll

Personal and home security

Personal shopping

Private plane arrangements

Social coorespondence

Supervising household staff

Training household staff

Travel arrangements

Computer platform(s) used in the home:*

MAC

Must use both PC and MAC

Preferred tech knowledge:*

(check all that apply)

Accounting

Troubleshooting

Database management

Data entry

Microsoft suite

Google suite

Photograph editing

Tech troubleshooting

Web development

Smarrt home management

Please list out any specific software programs they will be required to use:

Secondary Responsibilities

In addition to their specific job responsibilities, please check secondary job duties:*

(check all that apply)

Corporate events

Online research

Office supplies

Personal events

Pet services

Are there pets in the home?*

Yes

If yes, please provide the following information:

Name

Breed

Age

Weight

Will pet care be required?

Yes

If yes, please check all that apply:

Feed

Walk

Take to veterinary appointments

Is there any other information we should know about the duties to be performed?

Please describe your ideal candidate:*

(e.g. level of experience, education, personality)

Household Environment

Is this position for your primary residence?*

Yes

Please explain:

Will the employee manage other properties?*

Yes

If yes, please list locations, frequency and type of use:

Please describe your home: (e.g. size, formal, casual, house, apt)*

Do you employ other domestic help?*

Yes

If yes, please list titles, responsibilities, and schedule:

Will the employee manage other staff?*

Yes

If yes, please explain:

(please provide names and titles)

Is there a household manual for your staff?*

Yes

Will parking be provided?*

Yes

If yes, please describe:

Is there any special information the employee should know about parking near your location?

Will the employee be required to drive?*

Yes

If driving is required, will the employee need their own car for the job?

Candidate must have their own car

We can provide a car, if needed

We will provide a car, and the employee should use that car for the job

If a car is provided, the car provide is:

Manual

Automatic

Electric

If this is a live-in position, please describe quarters:

Detached cottage

Room in a house with private bath

Room and bath with separate entrance

Room in house with shared bath

Additional information about living quarters:

Describe a typical day for the employee:*

Compensation and Benefits

Salary range: (based on duties and experience of the candidate)

Exempt (salaried positions) or non-exempt (hourly):*

Exempt

Non-exempt

From $*

To $*

Benefits to be provided:

Paid sick days (# of days)

Paid holidays (# of paid holidays)

Paid vacation (# of vacation days)

(check all that apply)

Please indicate amount:

Your placement counselor will provide additional guidance about competitive benefits.

Medical insurance:*

Yes

Medical insurance - If yes

Health care benefit

Stipened

$ amount

Please indicate amount:

Your placement counselor will provide additional guidance about competitive benefits.

Retirement plan:*

Yes

Work laptop*

Yes

Cell phone:*

Yes

Commuter reimbursement:*

Yes

Other:

Would you like a referral for a payroll provider?*

Yes

Communication Preferences

What is the best way to communicate with you about your search:*

Texting

Phone

How would you like your candidate to communicate with you?*

Texting

Phone

(select all that apply)

Our Contract with You

The terms and conditions under which Town + Country Resources, Inc. will provide its services to you are shown below. By ticking "I have read and agree to the above terms and conditions" and clicking "Agree and send," this will become our written contract signed by you. You will receive an email copy of this contract at the email you provided above.

Authorization*

I am authorized to execute this agreement on behalf of the company named above

Referral Agreement**

I have read and agree to the above Town + Country terms and conditions, Privacy Policy and Terms of Use

This field is for validation purposes and should be left unchanged.

Estate or Household Manager Client Application

Client Information

Job Description

Core Responsibilities

Secondary Responsibilities

Household Environment

Compensation and Benefits

Communication Preferences

Our Contract with You

Enhance your home and enrich your life with Town + Country Resources

Contact Info

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