投資理財人員英文簡歷

投資理財人員英文簡歷模板

　　投資理財人員英文簡歷模板送給您參考學習，希望對你有作用。

　　投資理財人員英文簡歷模板

　　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)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 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, 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

《&.doc》

将本文的Word文档下载到电脑，方便收藏和打印

推荐度：

点击下载文档

【投資理財人員英文簡歷】相關文章：

英文簡歷范文（投資理財人員）06-18

投資理財師英文簡歷范文09-18

投資理財師個人應聘英文簡歷09-14

投資理財口號04-03

理財顧問英文簡歷10-05

投資理財宣傳口號01-10

正確投資理財觀念08-21

關于投資理財的語錄05-08

創業 投資理財的道理10-09