- 相關推薦
投資顧問英文求職簡歷范文
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)671839xx-7869 Mobile Phone:139112167xx
Experience
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' 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 business
Education
XXXX College Bachelor of Science, Business Administration
Awards
PRESIDENT'S CLUB AWARD
【投資顧問英文求職簡歷】相關文章：
投資理財顧問簡歷09-29
最新顧問個人求職英文簡歷06-17
項目顧問求職簡歷模板06-24
銷售顧問求職簡歷模板10-17
英文求職簡歷范本10-06
旅行顧問求職簡歷表格10-30
美容顧問求職簡歷表格08-29
簡歷的英文求職信08-05
投資學專業(yè)求職簡歷10-05
如何正確撰寫英文求職簡歷08-29