投资分析师的英文履历表

·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 xxxgender:female

date of birth:august 23th,1973

martial status:married

email address:

tel:(02)28xx-12xx

mobile phone:0913-xxx-xxx


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

education：

xxxx college

bachelor of science, business administration


awards ：

president's club award