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  1. 投資專員英文簡歷范文

    發布時間:2017-05-03 編輯:湘榮 手機版
    投資類的英文簡歷范文在這里,供參考:

    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

      1990-1996  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 sale(歡迎訪問讀書人網:http://www.reader8.cn/ ,讀書人網 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 College  Bachelor of Science, business Administration

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