- 相關(guān)推薦
投資顧問英文簡(jiǎn)歷
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)671839xx-7869 Mobile Phone:139112167xx
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
【投資顧問英文簡(jiǎn)歷】相關(guān)文章：
有關(guān)投資顧問實(shí)習(xí)報(bào)告04-18
投資顧問工作計(jì)劃08-21
投資顧問工作總結(jié)08-18
投資顧問協(xié)議12-26
基金投資顧問合同04-07
基金投資顧問合同集合05-11
投資聯(lián)盟顧問服務(wù)合同01-12
投資顧問協(xié)議【通用13篇】08-04