投資分析員英文簡(jiǎn)歷
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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@
tel:(010) mobile phone:
experience
XX-XX 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
·completed,verified,and mailed all required client reports.
--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
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