• Plan and arrange client travel: flights, hotels, transportation, tours, and more • Offer advice based on client preferences and budgets • Stay informed on travel trends, destinations, and regulations • Work with suppliers and vendors to secure the best rates • Build strong client relationships for repeat business & referrals • Handle travel documentation and protection plans • Keep accurate booking and payment records

• Perform detailed quantity takeoffs and material analysis from construction drawings and specifications • Prepare accurate and competitive cost estimates for commercial bid submissions • Review, analyze, and prequalify subcontractor bids to ensure full trade coverage and pricing competitiveness • Coordinate with subcontractors and sub-trade partners to obtain complete and up-to-date pricing • Support the full bid preparation and submission process • Collaborate with project managers during contract review and post-award project setup • Manage RFIs (Requests for Information) and submittals during the preconstruction phase • Use PlanHub and other estimating platforms to manage bidding workflows and subcontractor outreach • Assist project management teams across the project lifecycle as needed

• Review and analyze full bid packages, including mechanical drawings and Division 23 specifications, to identify scope gaps, risks, and missing requirements. • Perform detailed quantity takeoffs for HVAC systems including: - Ductwork - Hydronic and refrigerant piping - Equipment (AHUs, RTUs, chillers, boilers) - Diffusers, grilles, registers - Controls and related components • Extract and interpret technical requirements from drawings, schedules, addenda, and specifications. • Support bid preparation including pricing, assembly, and coordination with the lead estimator and internal team. • Source and organize vendor and subcontractor quotes for equipment, materials, and specialty systems. • Apply labor units (SMACNA/MCAA or client-specific standards) to develop accurate labor estimates. • Collaborate with project management and engineering teams to ensure estimating accuracy and consistency across documentation. • Ensure compliance with mechanical codes (IMC, ASHRAE) and commercial construction standards. • Assist in identifying constructability issues and logistical challenges in proposed HVAC systems.

• Perform detailed quantity takeoffs and material analysis from construction drawings and specifications • Prepare accurate and competitive cost estimates for commercial bid submissions • Review, analyze, and prequalify subcontractor bids to ensure full trade coverage and pricing competitiveness • Coordinate with subcontractors and sub-trade partners to obtain complete and up-to-date pricing • Support the full bid preparation and submission process • Collaborate with project managers during contract review and post-award project setup • Manage RFIs (Requests for Information) and submittals during the preconstruction phase • Use PlanHub and other estimating platforms to manage bidding workflows and subcontractor outreach • Assist project management teams across the project lifecycle as needed