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  • 2022-05-05 18:33:30 发布

投资顾问英文求职简历范文

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  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:Female   DateofBirth:August23th,1973MartialStatus:Married   EmailAddress:stellalichinahr.Tel:(010)671839xx-7869   MobilePhone:139112167xxExperience1990-1996  XXXXRETIREMENTINVESTMENTSERVICES  PlanAnalystProcessedallcontributions,loanrepayments,benefitdisbursements,fundtransfers,and nonfinancialchangesfordaily/periodic401(k)pensionrecord-keepingtransactions,includingcash,mutualfund,stock,andguaranteedinvestmentcontractmoneymovements.Resolvedclientquestionsandproblems.Interfacedproductively,department,field,andsalespersonnel.pleted,verified,andmailedallrequiredclientreports.Planyearpackages,andauditors#39;requests.ProcessedADPs/ACPsandcorrectionofyear-endparticipanttax information.--Promotedfourtimesinfouryears--Consistentlymetorexceededallestablishedstandardsfortimingandaccuracy--Selectedasoneoffirsttentfromamonthlyprocessingenviroment,andquicklyadaptedtone--Chosentotrainneent--Servedastechnicalliaisonspersonnelinidentifying,municating,andresolvingprocessingproblems--Servedeffectivelyasteamleaderandaccount managerforneconceptaintainoinistrationAwardsPRESIDENT#39;SCLUBAWARD