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InvestmentAnalysisStrength·Effectiveleadershipandteam-buildng.·Extremelywellorganized.·ProvenCustomerserviceskills.·ExcellentPCskillsanddefinedcontribution401(K)dailyprocessing,stock,andmutualfundsystemlogic.PersonalName:StellaLiGender:FemaleDateofBirth:August23th,1973Experience1990-1996XXXXRETIREMENT&INVESTMENTSERVICESPlanAnalyst·Processedallcontributions,loanrepayments,benefitdisbursements,fundtransfers,andnonfinancialchangesfordaily/periodic401(k)pensionrecord-keepingtransactions,includingcash,mutualfund,stock,andguaranteedinvestmentcontractmoneymovements.·Resolvedclientquestionsandproblems.·Interfacedproductivelywithteam,department,field,andsalespersonnel.·Planyearpackages,andauditors'requests.·ProcessedADPs/ACPsandcorrectionofyear-endparticipanttaxinformation.--Consistentlymetorexceededallestablishedstandardsfortimingandaccuracy--Selectedasoneoffirsttwopeopletoparticipateinchangeovertodaily401(K)processingenvironmentfromamonthlyprocessingenviroment,andquicklyadaptedtonewsystem--Chosentotrainnewhiresandotherplananalyststransitioningtothedailyprocessingenvironment--ServedeffectivelyasteamleaderandaccountmanagerfornewpilotteamconceptwhilemaintainownbookofbusinessEducationXXXXCollegeBachelorofScience,BusinessAdministrationAwardsPRESIDENT'SCLUBAWARD<>
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