Robert Jain: How To Excel At Your Data Entry Finance Job

By Jason McDonald


At any financial institution, there are various job positions that help business move forward. Among the jobs in question is the data entry professional. This is a profession that requires a considerable amount of effort, as the likes of Robert Jain will testify, mainly due to the responsibility associated with it. For those that are looking to get involved in data entry, as a career, here are a few things to know.

To excel at data entry, you must have a solid understanding of technology that you use. Programs like Word and Excel are commonplace in the working world, but it's in your best interest to become as acquainted with them as possible. Understand how to create different documents. Familiarize yourself with keyboard shortcuts that will allow you to complete your tasks sooner. These are just a few methods recommended by Bob Jain and other names in the world of finance.

Another way to become successful at data entry is by exhibiting good communication skills. Even though much of your work requires you to sit in front of a computer, there are other tasks that you should be proficient at. For example, if a client calls with a request for information, you should be able to fulfill said request in a friendly, professional manner. Further, you should be able to communicate with coworkers to ensure that tasks are completed. In most financial institutions, few are on islands unto themselves.

It's a data entry specialist's responsibility to do research as well, especially if the information is incomplete. There may be times when the details that a specialist is given are missing relevant pieces. What this means is that the specialist will have to dig deeper, seeking additional insight that will allow them to complete their records. Research can take anywhere from a few minutes to a few hours, in most cases, but it remains an important part of the job.

Lastly, in order for a data entry professional to thrive at the highest level, attention to detail is a must. This should come as no surprise, given the sensitivity of financial information, but it's worth reaffirming all the same. When data is being entered into a system, it should match the physical materials given. This is due in large part to the aforementioned attention to detail, an invaluable trait that can't be overlooked.




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