投資顧問英文簡歷
Investment 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
Tel:(010)671839xx-7869 Mobile Phone:139112167xx
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
PRESIDENT'S CLUB AWARD
-
resume 英文簡歷模板
MynameisHINRESUME.IwasbornonAugust25,1985,inHengyang,HunanProvince.In1990IgraduatedfromHarbinTechnicalInstitutewhereImajoredinelectronicengineering,andthenIwasassignedtoworkinanelectronicapparatusfactoryasatechnicianfornineyears.Duringthisp...
-
諮詢公司英文簡歷範文
求職者要組織好個人簡歷的結構,不能在一個個人簡歷中出現重複的內容。讓人感到個人簡歷條理清楚,結構嚴謹是很重要的。諮詢公司英文簡歷範文篇一yjbysFemale,25,GuizhoupeopleEducation:bachelordegreeWorkinglives:within1yearExpectedsalary:3000-5000yuanWork...
-
研究生英語簡歷範文
EducationalbackgroundProfessionalMasterofBusinessAdministration2005.9-2007.7**BeijingUniversity(rank:4/37)majorcourses:humanresourcesdevelopmentandmanagement,remunerationmanagement,managementandeconomics.Marketing2001.9-2005.7Bachelor**Beij...
-
機械設計與製造類英文簡歷範文
BasicCVName:xxxnationality:ChinaCurrentlocation:HubeiNational:HanExitandEntry:Guangxitall:168cm?56kgMaritalStatus:SingleAge:25yearsoldTrainingCertification:integritybadge:JobsearchintentionandworkexperiencePersonneltypes:ordinaryjob?Positio...