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      投資顧問英文簡歷

      時間:2024-10-25 09:40:28 英語簡歷范文 我要投稿
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      投資顧問英文簡歷范文

      投資顧問英文簡歷范文如何寫?應屆畢業生求職網推薦此范文供參考    

      投資顧問英文簡歷范文

           Name: Stella Li  Gender:Female  Date of Birth:August 23th,1973
        Martial Status:Married Email Address:
        Tel:(
        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
       

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