投资顾问的英文简历

Investmenคt AnalysisStrength·Comprehensive knowledge of defined contribution 401 pension concepts and regulations.

·Effective leadership and team -buildng.

·Extremely well organized.

·Proven Customer service skills.Martial Status:Married Email Address:stellali@chinahr.com·Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic 401 pension record-keeping transactions, including cash,mutual fund ,stock,and guaranteed investment contract money movements.

·⌚;Resolved client questions and problemsฆ.

·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 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 resol ツving processing problems with the new system

--Served effectively as team leader and account manager for new pilot team concept while maintain own book of businessEducationXXXX College Bachelor of Science, Business AdministrationAwards<>