英文版投资分析师简历范文
英文版投资分析师简历范文
Strength
求职信息
·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.
·Effective leadership and team -building.
求职面试
·Extremely well organized.
·Proven Customer service skills. 面试问题
Excellent PC skills and defined contribution 401(K)daily processing ,stock ,and mutual fund system logic. 求职面试
Personal
Name: Stella Li Gender: Female Date of Birth: August 23th,1973 求职面试
Martial Status:Married Email Address:stellali@chinahr.com qzm4
Tel:(010)67183945-7869 Mobile Phone:13911216789
面试网
Experience 求职信息
1990-1996 XXXX RETIREMENT & INVESTMENT SERVICES Plan Analyst
求职信息
·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.
求职信息
·Resolved client questions and problems. qzm4
·Interfaced productively with team ,department,field ,and sales personnel.
求职面试
·Completed,verified,and mailed all required client reports.
·Plan year packages,and auditors' requests. 面试问题
·Processed ADPs/ACPs and correction of year-end participant tax information. qzm4
--Promoted four times in four years 礼仪
--Consistently met or exceeded all established standards for timing and accuracy qzm4
--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 求职面试
--Served as technical liaison with systems personnel in identifying, communicating, and resolving processing problems with the new system 求职信息
--Served effectively as team leader and account manager for new pilot team concept while maintain own book of business
求职信息
Education
qzm4
XXXX College Bachelor of Science, Business Administration
Awards qzm4
PRESIDENT'S CLUB AWARD
面试网
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