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ID:25959800
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页数:3页
时间:2018-11-23
《投资顾问英文求职简历范文》由会员上传分享,免费在线阅读,更多相关内容在工程资料-天天文库。
1、投资顾问英文求职简历范文InvestmentAnalysisStrengthprehensiveknoiddot;Effectiveleadershipandteam-buildng.Extremelyiddot;ProvenCustomerserviceskills.ExcellentPCskillsanddefinedcontribution401(K)dailyprocessing,stock,andmutualfundsystemlogic.PersonalName:StellaLi Gender:Femal
2、e DateofBirth:August23th,1973MartialStatus:Married EmailAddress:stellalichinahr.Tel:(010)671839xx-7869 MobilePhone:139112167xxExperience1990-1996 XXXXRETIREMENTINVESTMENTSERVICES PlanAnalystProcessedallcontributions,loanrepayments,benefitdisbursements,fun
3、dtransfers,andnonfinancialchangesfordaily/periodic401(k)pensionrecord-keepingtransactions,includingcash,mutualfund,stock,andguaranteedinvestmentcontractmoneymovements.Resolvedclientquestionsandproblems.Interfacedproductively,department,field,andsalespersonnel.ple
4、ted,verified,andmailedallrequiredclientreports.Planyearpackages,andauditors#39;requests.ProcessedADPs/ACPsandcorrectionofyear-endparticipanttax information.--Promotedfourtimesinfouryears--Consistentlymetorexceededallestablishedstandardsfortimingandaccuracy--Selec
5、tedasoneoffirsttentfromamonthlyprocessingenviroment,andquicklyadaptedtone--Chosentotrainneent--Servedastechnicalliaisonspersonnelinidentifying,municating,andresolvingprocessingproblems--Servedeffectivelyasteamleaderandaccountmanagerforneconceptaintainoinistration
6、AwardsPRESIDENT#39;SCLUBAWARD
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