Personal Assistant - Research, CRM & Takeoffs

📌 Position Overview

We are looking for a highly organized and detail-oriented Personal Assistant to support our client with research, data collection, CRM updates, and email coordination. This role focuses on building and maintaining a high-quality database of professionals while ensuring all records, follow-ups, and communications are well organized and up to date.

The ideal candidate is proactive, precise, and comfortable handling research, spreadsheets, email follow-ups, and construction-related tasks such as takeoffs (mandatory).

🔍 Key Responsibilities

• Conduct detailed research based on specific towns/locations provided by the client
• Identify and research high-end professional workers, including:
• Interior Designers
• Architects
• Other relevant industry professionals

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• Build, update, and maintain a database/list using Excel or CRM tools
• Accurately input and manage client and prospect information in spreadsheets
• Send initial outreach emails to potential contacts
• Perform email follow-ups and track responses
• Ensure the spreadsheet and CRM remain organized, accurate, and fully updated
• Maintain full control and consistency of data records
• Perform construction takeoffs (this is a required skill)
• Support additional research and administrative tasks as needed

Requirements:
• Proven experience in research, data entry, and CRM or Excel management

• Strong organizational and attention-to-detail skills
• Experience sending and following up on professional emails
• Ability to manage and maintain structured databases
• Experience in doing takeoffs (MUST-HAVE)
• Ability to work independently and follow detailed instructions
• Strong written communication skills
• Familiarity with high-end or professional service industries is a plus