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Personal Assistant - Research, CRM & Takeoffs

Posted 4 hours ago

Description

πŸ“Œ 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).

πŸ” 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

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