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Seeking help compiling investment account activity reports. You’ll enter investor name, account ID, asset type, transaction history, portfolio value, and advisor notes

Posted 2 weeks ago   |   Manual Data Entry   |   Budget: KShs. 700   |   Bids: 7   |   Client: Michelle Williams

Project Overview

  • Published On: 18th Jul, 2025
  • Project Type: Data-Entry
  • Project Category: Manual Data Entry
  • Project Due: 19th July, 2025

Required Skills

  • Spreadsheet formulas and functions

  • Microsoft Excel and Word

Project Description

Title: Data Entry Assistant Needed for Investment Account Activity Reports

Description:
We are seeking help compiling investment account activity reports. You will enter the following details into our system: investor name, account ID, asset type, transaction history, portfolio value, and advisor notes.

Requirements:

  • Strong attention to detail and accuracy

  • Experience with financial data entry preferred

  • Ability to handle confidential information responsibly

  • Timely and reliable delivery

Note: Detailed instructions and source documents will be provided after hiring.

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