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📌 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
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