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投资顾问英文求职简历范文

时间:2016-10-02  点击: 1562 次

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 Address:stellali@chinahr.com
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