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      1. 投資分析師求職的英文簡歷

        時間:2022-06-01 13:48:24 英文簡歷模板 我要投稿
        • 相關推薦

        投資分析師求職的英文簡歷模板

        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: yjbys.com   Gender:Female   Date of Birth:August 23th,1973
        Martial Status:Married    Email Address:
        Tel:             Mobile Phone:
        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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