- 相關推薦
投資顧問求職的英文簡歷模板
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: yjbys.com Gender:Female Date of Birth:August 23th,1973
Martial Status:Married Email Address:
Tel:(010)671839xx-7869 Mobile Phone:
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
瀏覽此簡歷的求職者還瀏覽了以下的簡歷：
投資分析師求職的英文簡歷模板
投資經濟研究碩士的英文簡歷模板
投資經濟研究碩士英文簡歷模板
【投資顧問求職的英文簡歷】相關文章：
投資顧問英文簡歷05-06
投資顧問的英文簡歷01-14
應聘投資顧問英文簡歷11-30
投資顧問英文簡歷范文05-14
投資顧問英文簡歷模板05-26
管理顧問求職英文簡歷模板07-26
管理顧問求職英文簡歷模板06-10
法律顧問求職英文簡歷05-25
投資理財顧問求職簡歷模板06-02
投資顧問求職簡歷表格05-17