Investment Analysis

Strength

·Comprehensive knowledge of defined contribution401(k) pension concepts and regulations.
·Effective leadership and team -buildng.
·Extremely well organized.
·Proven Customer service skills.
·Excellent PC skills and defined contribution401(K)daily processing ,stock ,and mutual fund system logic.

Personal

Name: Stella Li　Gender:Female　Date of Birth:August23th,1973
Martial Status:Married　 Email Address:stellali@
Tel:(010)67183945-7869　Mobile Phone:13911216789

Experience

1990-1996XXXX RETIREMENT & INVESTMENT SERVICESPlan Analyst
·Processed all contributions, loan repayments,benefit disbursements,fund transfers,and nonfinancial changes for daily/periodic401(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 daily401(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 CollegeBachelor of Science, Business Administration

Awards

PRESIDENT"S CLUB AWARD