- 相關(guān)推薦
投資理財員英語(yǔ)簡(jiǎn)歷范文
投資理財員英語(yǔ)簡(jiǎn)歷范文
nvestment 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)67183945-7869 Mobile Phone:13911216789
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 sale(歡迎訪(fǎng)問(wèn)讀書(shū)人網(wǎng)：http://www.reader8.cn/ ，讀書(shū)人網(wǎng) www.reader8.cn )s 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
應屆畢業(yè)生簡(jiǎn)歷網(wǎng)推薦更多英語(yǔ)簡(jiǎn)歷范文
【投資理財員英語(yǔ)簡(jiǎn)歷】相關(guān)文章：
投資理財顧問(wèn)求職個(gè)人簡(jiǎn)歷模板02-28
投資理財顧問(wèn)應屆生求職簡(jiǎn)歷表格01-09
投資分析員求職簡(jiǎn)歷范文11-17
投資與理財專(zhuān)業(yè)應屆畢業(yè)生個(gè)人簡(jiǎn)歷表格01-16
促銷(xiāo)員英語(yǔ)簡(jiǎn)歷范文03-24
審計員英語(yǔ)簡(jiǎn)歷范文11-14