Excel Automation for Wealth Management

Job ID: 39683788

Budget: $750 – $1,500 CAD

I'm starting a new wealth management business in Vancouver and need an Excel expert to create workflows and automations.

Requirements:
- One main portal for data entry
- Ongoing ledger to record:
- Client information
- Transaction details
- Investment maturity dates

- 2-3 dashboards visualizing data with:
- Charts and graphs
- Tables and lists
- Key tasks:
- Transaction recording
- Report generation

Ideal Skills:
- Proficiency in Excel
- Experience in building dashboards
- Knowledge of financial data management

Looking forward to your expertise!

Related categories: Visual Basic Data Processing Data Entry Excel Excel VBA Excel Macros Data Visualization Finance Transformation Automation Data Management