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投資分析英文簡(jiǎn)歷范文

發(fā)布時(shí)間:2017-04-21 編輯:湘榮 手機(jī)版
不少人想選擇投資卻不知如何下手,如果有專(zhuān)業(yè)人士提供分析的話(huà)就會(huì)不一樣,想求職此職位的朋友,下面就告訴大家怎樣寫(xiě)英文簡(jiǎn)歷范文

         Personal

  Name: Stella Li  Gender:Female  Date of Birth:August 23th,1973

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

  Tel:   Mobile Phone:

  Experience

  2000-2006 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

    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.

還可收看:投資師英文簡(jiǎn)歷范文  投資分析師英文簡(jiǎn)歷范文
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