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 • 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