英文版的投資分析師簡歷

    時間:2022-02-23 09:36:48 簡歷 我要投稿

    英文版的投資分析師簡歷范文

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    英文版的'投資分析師簡歷范文

    英文版的投資分析師簡歷范文1

      Strength

      Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.

      Effective leadership and team -building.

      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 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

      PRESIDENTS CLUB AWARD

    英文版的投資分析師簡歷范文2

      Strength

      Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.

      Effective leadership and team -building.

      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 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

      PRESIDENTS CLUB AWARD

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