投资师英文简历

时间：2021-02-12 11:02:40 简历模板我要投稿

投资师英文简历模板

strength

投资师英文简历模板

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

1990-1996 xxxx retirement investment services plan analyst

Processedallcontributions,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.amonthly 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

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