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: stella li gender:female date of birth:august 23th,1973
martial status:married email address:[email protected]
tel:(010)67183945-7869 mobile phone:13911216789
experience
1990-1996xxxx retirement & investment servicesplan 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 collegebachelor of science, business administration
awards
president's club award
2017精選新計算機信息專業英文自薦信範文
高級廚師英文自薦信
市場行銷 英文自薦信
英文專業求職自薦介紹信範文
採購經理英文自薦信範文
2017畢業生英文自薦信
實用類英文自薦信範文
電子工程專業英文自薦信範文參考
中英文自薦信格式-工科
2017酒店管理專業大學生英文自薦信