投资师英文简历模板
Investment Analysis
Strength
·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.
·Effective leadership and team -buildng.
·Extremely well organized.
·Proven Customer service skills.
·Excellent PC skills and defined contribution 401(K)daily processing ,stock ,and mutual fund system logic.
Personal
Name: Stella Li Gender:Female Date of Birth:August 23th,1973
Martial Status:Married Email Address:stellali@chinahr.com
Tel:(010)67183945-7869 Mobile Phone:13911216789
Experience
1990-1996XXXX RETIREMENT & INVESTMENT SERVICESPlan Analyst
·Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension record-keeping transactions, including cash,mutual fund ,stock,and guaranteed investment contract money movements.
·Resolved client questions and problems.
·Interfaced productively with team ,department,field ,and sales personnel.
·Completed,verified,and mailed all required client reports.
·Plan year packages,and auditors' requests.
·Processed ADPs/ACPs and correction of year-end participant tax information.
--Promoted four times in four years
--Consistently met or exceeded all established standards for timing and accuracy
--selected as one of first two people to participate in changeover to daily 401(K) processing environment from ganji.a monthly processing enviroment ,and quickly adapted to new system
--Chosen to train new hires and other plan analysts transitioning to the daily processing environment
--Served as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system
--Served effectively as team leader and account manager for new pilot team concept while maintain own book of business
Education
XXXX CollegeBachelor of Science, Business Administration
Awards
PRESIDENT'S CLUB AWARD
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刀豆文库小编为你整合推荐4篇投资师英文简历，也许这些就是您需要的文章，但愿刀豆文库能带给您一些学习、工作上的帮助。......
刀豆文库小编为你整合推荐4篇投资师英文简历模板，也许这些就是您需要的文章，但愿刀豆文库能带给您一些学习、工作上的帮助。......
Investment AnalysisStrength·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.·Effective leadership and team......
投资师英文简历范文investment analysisstrength·comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.·effective l......
