投資顧問英文簡歷

投資顧問英文簡歷範文

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     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 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