我要投稿 投诉建议

投资顾问英文求职简历

时间:2021-06-20 15:06:50 英文简历 我要投稿

投资顾问英文求职简历

  面试投资顾问职位的优秀英文求职简历怎么写才好?下面是CN人才网小编整理的投资顾问英文求职简历,欢迎浏览。

投资顾问英文求职简历

  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,XX

  Martial Status:Married    Email Address:stellali@chinahr.com

  Tel:(010)671839xx-XX Mobile Phone:XXX

  Experience

  XX-XXX XXX 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

【投资顾问英文求职简历】相关文章:

投资顾问英文求职简历范文01-16

投资顾问英文简历01-16

投资理财顾问求职简历12-23

投资顾问英文简历范文05-24

投资理财顾问职位求职简历模板01-07

投资顾问个人英文简历范文06-21

咨询顾问求职英文简历02-05

投资顾问简历模板02-07

顾问个人求职英文简历01-31