投资分析师英文个人简历
Strength
·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations.
·Effective leadership and team -buildng.
上海龙凤1314 shlf ·Extremely well organized.
上海龙凤1314 shlf ·Proven Customer service skills.
·Excellent PC skills and defined contribution 401(K)daily processing ,stock ,and mutual fund system logic.
Personal
上海龙凤1314 shlf Name: Stella Li Gender:Female Date of Birth:August 23th,1973
Martial Status:Married Email Address:stellali@chinahr.com
上海龙凤1314 shlf Tel:(010)67183945-7869 Mobile Phone:13911216789
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.
上海龙凤1314 shlf ·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.
上海龙凤1314 shlf --Promoted four times in four years
上海龙凤1314 shlf --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
上海龙凤1314 shlf --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
上海龙凤1314 shlf PRESIDENT'S CLUB AWARD
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