2021年英文版的投资分析师简历

1、英文版的投资分析师简历 英文版的投资分析师简历范文 英文版投资分析师简历范文 Strength Comprehensive knowledge of defined contribution 401(k) pension con _pts and regulations. Effective leadership and team -building. Extremely well organized. Proven Customer servi _ skills. Ex _llent PC skills and defined contribution 401(K)daily pro _ss

2、ing ,stock ,and mutual fund system logic. Personal Name: S _a Li Gender: Fe _le Date of Birth: August 23th,1973 Martial Status:Married E _il Address:s _alichinahr. Tel:(010)67183945-7869 Mobile Phone:139112167 _ Experien _ 1990-1996 XXXX RETIREMENT & INVESTMENT SERVICES Plan Analyst Pro _ssed all co

3、ntributions, loan repayments,benefit di _ursements,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. Inte _ _d productive

4、ly with team ,department,field ,and sales personnel. Completed,verified,and _iled all required client reports. Plan year packages,and auditors requests. Pro _ssed ADPs/ACPs and correction of year-end participant tax infor _tion. -Promoted four times in four years -Consistently met or ex _eded all es

5、tablished standards for timing and auracy -Selected as one of first two people to participate in changeover to daily 401(K) pro _ssing enviro _ent from a monthly pro _ssing enviroment ,and quickly adapted to new system -Chosen to train new hires and other plan _ysts transitioning to the daily pro _ssing enviro _ent -Served as technical liaison with systems personnel in identifying, municating, and resolving pro _ssing problems with the new system -Served effectively as team leader and aount _nager for new pilot team con _pt while _intain own book of business Education XXX