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 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