Data Entry, Office Operations and Technology

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How Inefficiency Impacts Your Financial Advisory Office

The Receptionist

APRIL 23, 2024

Interruptions, manual data entry, and poor collaboration cause the average American worker to waste roughly 25 percent of their day. People like you who work in financial advisory offices know how important it is to make the most out of your day since time working with and for your customers is money.

Software

Software Data Entry Problem-Solving Communication

my coworker put pins on my chair, new assistant makes mistakes I have to fix, and more

Ask a Manager

APRIL 2, 2018

Honestly, I just think that she doesn’t understand the importance of some of these events, and maybe struggles with technology and/or reading comprehension. The job would be basically a data entry position so there’s very little interaction beyond the training that would be necessary, so it should be fine in that regard.

Data Entry

Data Entry Customer Service Office Operations Promotion

Office Management Central

How Inefficiency Impacts Your Financial Advisory Office

my coworker put pins on my chair, new assistant makes mistakes I have to fix, and more

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