Text Model Resume for Investment Analysis

概要：Text Model Resume for Investment Analysis Objective : Investment AnalysisStrength·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.Personal Name: Stella Li Gender:Female Date of

Objective : 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.

Personal
Name: Stella Li　　　            Gender:Female　　　                        Date of Birth:August 23th,1973
Martial Status:Married　　　 Email Address:stellali@chinaacc.com
Tel:(010)670000-0000 　　　Mobile Phone:13900000000

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