英文簡(jiǎn)歷-投資分析師

id="1832256"> 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.

personal

name: stella li　　　gender:female　　　date of birth:august 23th,1973
martial status:married　　　 email address:stellali@chinahr.com
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.
·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

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