2023年投资顾问英文简历范文.docx

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1、2023年投资顾问英文简历范文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

2、 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 requir

3、ed 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 particip

4、ate 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 PRESIDENTS CLUB AWARD