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:本站 Gender:Female Date of Birth:August 18th,1988
Martial Status:Married
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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
PRESIDENTS CLUB AWARD
