投資理財師英文簡歷
investmentanalysisstrength·netprehensiveknowledgeofdefinedcontribution401(k)pensionconceptsandregulations.·effectiveleadershipandteam-buildng.·extreme
investment analysis
strength
·netprehensive 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.net
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.
·netpleted,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 ganji.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, netmunicating, 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
http://www.shddsc.com/【投資理財師英文簡歷】相關文章：
投資理財師英文簡歷范文02-26
揭曉投資理財師眼中的巴西“世界杯”07-11
解讀投資理財師眼中的巴西“世界杯”07-17
投資顧問英文簡歷01-16
證券投資分析英文簡歷03-01
投資顧問英文簡歷范文05-24
投資分析師的英文簡歷02-27
投資分析師英文簡歷02-28
投資分析員英文簡歷01-08