Personal Assistant - Research, CRM & Takeoffs

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 spr...