Project Details

  • Home
  • Project Details

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

Posted 4 months 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.

Related Projects

Conventional tillage and no-till practices: economic and environmental impact
Posted 4 weeks ago   |   Case Study
Budget: KShs. 350   |   Client: Jeffrey _r._wilson
The Ethics of Animal Testing in Scientific Research
Posted 1 month ago   |   Case Study
Budget: KShs. 350   |   Client: Michelle Williams
We’re hiring a skilled Medical Records Data Entry Clerk to maintain the accuracy of high-volume pati...
Posted 4 months ago   |   Product Data Entry
Budget: KShs. 400   |   Client: Prof. Michael Sandel