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投資分析師的英文簡歷

時間:2024-10-05 14:16:17 英文簡歷模板 我要投稿

投資分析師的英文簡歷模板

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:
  Tel
  Experience
  19901996 XXXX RETIREMENT & INVESTMENT SERVICES Plan Analyst
  Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension recordkeeping 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 yearend 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



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