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Advanced Excel Workbook for Investment Tracking
Job Description: We are a financial planning firm seeking an experienced Excel professional to build a structured and automated Investment Action Tracker Workbook. This tool will help us manage and review delayed or staged investment actions for our clients... (Budget: $30 - $250 AUD, Jobs: Excel, Process Automation)
Job Description: We are a financial planning firm seeking an experienced Excel professional to build a structured and automated Investment Action Tracker Workbook. This tool will help us manage and review delayed or staged investment actions for our clients... (Budget: $30 - $250 AUD, Jobs: Excel, Process Automation)
