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英语简历范文 [投资顾问英文求职简历范文]
2019-11-24 07:37:42 ℃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.comTel:(010)671839xx-7869 Mobile Phone:139112167xxExperience
1990-1996 XXXX RETIREMENT INVESTMENT SERVICES Plan 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#39; 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 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 businessEducation
XXXX College Bachelor of Science, Business Administration
Awards
PRESIDENT#39;S CLUB AWARD
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