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      1. 投資分析師的英文簡歷

        時間:2024-10-05 14:16:17 英文簡歷模板 我要投稿

        投資分析師的英文簡歷模板

        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:
          Tel
          Experience
          19901996 XXXX RETIREMENT & INVESTMENT SERVICES Plan Analyst
          Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension recordkeeping 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 yearend 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



        閱讀此簡歷的人同時還查看了以下的簡歷模板:
        培訓協調員英文簡歷模板
        數據分析人員英文簡歷模板
        銀行培訓主管的英文簡歷模板

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