Experience 

       Data Entry Specialist (Financial Advisor) 

          In my previous job, fact-finding and collecting relevant data from our client was one of my crucial works as a financial advisor. Through the use of Microsoft Excel, it is very helpful for me in terms of making my daily production reports which I really needed. The above table shows the Issue date, policy number and names of the accounts I booked and issued; the chosen plan and its corresponding amount; and the list of names of the bank partners or referrers. I always make sure that the report I make was correct and accurate for me to be able submit my reports efficiently in timely manner.