金融英文簡(jiǎn)歷模板篇一：金融英文簡(jiǎn)歷模板

yjbys

TelephoneNo:

Emailid:./jianli

CareerObjective

Toachieveasenior,development-orientedpositionwhichrequiresprofessionalknow-how,educationalbackground,technicalknowledge,andadedicationforexcellencewillhavevaluableimplementation.

AcademicBackground

AchievedBachelorofArtsDegreeinAccountingandFinancefromtheHampbellCollegeofBusiness,Melbourne,Australiaintheyear1994.

ComputerProgrammingSkills

KnowingOfficePackage:MicrosoftWord,MicrosoftExcel,MicrosoftAccess,MicrosoftPowerPointandMicrosoftOutlookExpress.

KnowingOperatingSystems:Windows9X,Windows2000,WindowsME,WindowsXPandWindowsVista.

ProfessionalBackground

Since2023workingasaTaxInspectorintheHigherTaxOfficeoftheInternalRevenueCommission,Sydney,Australiaandisresponsiblyhandlingthefollowing:

Analyzingbothindividualandcompanytaxfilesforcomprehensivenessandexactness.

Consultingtaxclaimsandsettlementsinresolvingdifferencesorconflictsandresolvinginequitiesarisingfromwronginformation,absenceofinformationattimeofinitialrecording.

Respondingtoinquiriesonmattersrelatedtotaxastopoliciesandmeasures.

Determiningpenaltiesasboundbylawandrouteclaimsforcollectionprocedure.

Examiningcompanypaymentrecordsforexactness.

ExecutingcollectionswiththehelpofdirectpaymenttotheCollectorGeneralsOffice.

Organizing,instructing,scheduling,andmonitoring25employees.

Assortingmonthlystatisticaldatabaseforpermanentreportanddatafornationalreports.

Monitoringperformanceofsubordinatesandofferselectionsoftradersandvendors.

From1995-2023workedasaDirectorinTheRevenueCommissionSocialClub,Canberra,Australia,andefficientlyhandledthefollowingresponsibilities:

OrganizedingeneraloperationsandfunctioningoftheClubrepresentingemployeesandstaffsoftherevenuecommissioners.

Retainedfacilityoffourbars,largefunctionrooms,multi-gym,saunas,indoorbasketballarena,andadditionalspaceareas.

Recruitedandterminated,organized,instructed,andmotivatedemployees.

Monitoredofficeadministration,accountingandmemberdetails.

Maintainedfortimetotimeequipmentsubstitution,controlandbid-purchases.

篇二：金融英文簡(jiǎn)歷模板

yjbys

Objective:

Lookingforthepositionofstockbrokerinawellknownandreputedtradingcompany.

Summary:

Skillful,honestandbrilliantstockbrokerhavingoverthanEightyearsexperienceininvestinginmoney,securitiesandseveralotherfinancialproductsonbehalfofprivate,corporateandinstitutionalclients.

SummaryofQualifications

Excellentunderstandingofthestockmarketstrategies.

CarefullycleanU4securitiesrecord.

Superbwrittenandverbalcommunicationskills.

Effectiveattentiontodetail,research,organizationalskills,andproblemsolvingskills.

Firmtomaintainahighdegreeofconfidentiality.

Exceptionalabilitytopromotecompanysuccessbybeingcourteoustocustomers,companyassociates,throughaprofessionalappearanceandbyhavingapositiveattitude.

Excellentcomputerskills(MicrosoftWordandInternet).

ProfessionalExperience

SunRiseInvestors,Brooksville,Florida

Stockbroker,2023-Present

Createandmaintainnewaccounts.

Offerhighqualitycustomerserviceinaprofessionalmanner.

Carryouttradesforcustomers(overthephoneorwalk-in).

Putupstockquotesandnewstocustomers.

Recordallphoneconversationwithcustomers.

Acceptstockcertificatesandcustomerchecks.

Offeralltypesofcustomerservicesforallaspectsofaccountmaintenance.

CompleteallthependingACATStransfers.

HelpthecustomersontheInternetwhentheInternetisdownandanswertotheirquestionsaboutSunRise.

Keepupwithmargindelinquencies,recorditems,workshortoptionreport.

Handledmarginaccounts.

Followuponleadsfrompotentialcustomers.

Executeotherprojects/dutiesasassigned.

EducatecustomerstoworkingofthemarketbyenablingInternetaccess.

SunRiseInvestors,Brooksville,Florida

StockbrokerTrainee,2000-2023

Advisedproperlytoprivateclients,bydirectcontact,phoneandreviewedletter.

Boughtandsoldforclients.

Maderesearchandfindinformationaboutthemarketindomesticandforeignequities,governmentstocksan