Administrative Professional 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:

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?*

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

Any schedule considerations

Who will the administrative professional support?*

Self

Other

Please list their names and ages:

Name

Age

Are there pets in the working environment?

Yes

If yes, please provide the following information:

Name

Breed

Age

Weight

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

Title of pofessional you are seeking:*

Executive Assistant

Personal Assistant

Temporary Personal Assistant

Type of position you are seeking:*

Full-time

Part-time

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 responsibilities while traveling

Core Responsibilities

What tasks will the employee be expected to perform?*

(Check all that apply)

Answer phones

Banking

Bookkeeping

Call screening

Document preparation

Electronic data management

Email correspondence

Filing

Task coordination

Marketing support

Mail merges

Maintain office supplies

Manage construction projects

Prepare financial reports

Manage inventory

Meeting coordination

Office event planning

Personal event planning

Prepare presentations

Run errands

Schedule appointments/ calendaring

Supervise staff

Travel coordination

Other

Computer platform(s) used in the home:*

MAC

Must use both PC and MAC

Preferred tech knowledge

(check all that apply)

Accounting

Data entry

Database management

Device management

Google suite

Microsoft suite

Photograph editing

Tech troubleshooting

Troubleshooting

Web development

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)

Office supplies

Personal events

Corporate events

Online research

Pet services

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

Working Environment

Is this postion located at your primary residence or business office?*

Primary residence

Business office

Hybrid

Please explain:

Will the employee manage other staff?*

Yes

Describe a typical day for the employee:*

Describe your ideal candidate.*

(Level of experience, education, personality)

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

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

Does your company have a proprietary information and confidentiality agreement that the employee will be required to sign?*

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.

Administrative Professional Client Application

Client Information

Job Description

Core Responsibilities

Secondary Responsibilities

Working 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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