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      1. 優秀分析師的英文簡歷

        時間:2024-07-12 20:37:09 英文簡歷表格 我要投稿
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        優秀分析師的英文簡歷

         Investment Analysis

        優秀分析師的英文簡歷

          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 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 

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