文档介绍:RESUME
Strength
·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.
·Effective leadership and team -building.
·Extremely anized.
·Proven Customer service skills.
·Excellent PC skills and defined contribution 401(K)daily processing ,stock ,and mutual fund system logic.
Personal
Name: ×××××× Gender:Female Date of Birth:August 24th,1978
Martial Status:Married Email Address: ××××××
Tel: ×××××× Mobile Phone: ××××××
Experience
××××-×××× 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) pr