投资理财员英语简历范文
投资理财员英语简历范文
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
1990-1996XXXX RETIREMENT & INVESTMENT SERVICESPlan 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(欢迎访问读书人网：http://www.reader8.cn/ ，读书人网 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 CollegeBachelor of Science, business Administration
Awards
PRESIDENT'S CLUB AWARD
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