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投資分析師英文簡歷

時間:2023-03-13 04:56:32 英文簡歷模板 我要投稿

投資分析師英文簡歷模板

  Personal

投資分析師英文簡歷模板

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

  Martial Status:Married    Email Address:

  Tel:    Mobile Phone:

  Experience

  19901996  XXXX RETIREMENT & INVESTMENT SERVICES  Plan Analyst

  Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401(k) pension recordkeeping 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 yearend 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




歡迎大家繼續(xù)瀏覽以下的簡歷模板:
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