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投資專員英文簡歷范文

發(fā)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(wǎng):http://www.reader8.cn/ ,讀書人網(wǎng) 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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