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投资顾问英文简历
Name: XXGender:FemaleDate of Birth:August 23th,1973
Martial Status:MarriedEmail Add 第1页 /总页数 2 页
投资顾问英文简历
Name: XXGender:FemaleDate of Birth:August 23th,1973
Martial Status:MarriedEmail Address:
Tel:(010)Mobile Phone:
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.
Experience
19901996XXXX RETIREMENT & INVESTMENT SERVICESPlan 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.
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·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 peopl