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投资分析师英文简历InvestmentAnalysisDOC

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更新时间:2021/12/27(发布于北京)
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RESUME
Strength ·Comprehensive knowledge of defined contribution 401(k) pension concepts and regulations. ·Effective leadership and team -building. ·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: ××××××   Gender:Female   Date of Birth:August 24th,1978 Martial Status:Married    Email Address: ×××××× Tel: ××××××   Mobile Phone: ××××××
Experience ××××-××××  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 t。。。。。。以下内容略