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ID:25001982
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页数:3页
时间:2018-11-17
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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:Female DateofBi
2、rth:August23th,1973MartialStatus:Married EmailAddress:stellalichinahr.Tel:(010)671839xx-7869 MobilePhone:139112167xxExperience1990-1996 XXXXRETIREMENTINVESTMENTSERVICES PlanAnalystProcessedallcontributions,loanrepayments,benefitdisbursements,fundtransfers,andnonfinanci
3、alchangesfordaily/periodic401(k)pensionrecord-keepingtransactions,includingcash,mutualfund,stock,andguaranteedinvestmentcontractmoneymovements.Resolvedclientquestionsandproblems.Interfacedproductively,department,field,andsalespersonnel.pleted,verified,andmailedallrequiredcli
4、entreports.Planyearpackages,andauditors#39;requests.ProcessedADPs/ACPsandcorrectionofyear-endparticipanttax information.--Promotedfourtimesinfouryears--Consistentlymetorexceededallestablishedstandardsfortimingandaccuracy--Selectedasoneoffirsttentfromamonthlyprocessingenvirom
5、ent,andquicklyadaptedtone--Chosentotrainneent--Servedastechnicalliaisonspersonnelinidentifying,municating,andresolvingprocessingproblems--ServedeffectivelyasteamleaderandaccountmanagerforneconceptaintainoinistrationAwardsPRESIDENT#39;SCLUBAWARD
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