投资顾问英文简称-投资顾问英文简历

Name: XX　　Gender:Female　　　Date of Birth:August 23th,1973
　　Martial Status:Married　　　 Email Address:
　　Tel:(010) 　　　Mobile Phone:
　　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.
　　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

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