Brittany Sutton
Financial Advisor Assistant at Ameriprise Financial Services, Inc.
- Role
- Financial Advisor Assistant at Ameriprise Financial Services, LLC
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Brittany Sutton
Eight years of administrative & executive level support, seven years of event planning…
Experience
Financial Advisor Assistant
Ameriprise Financial Services, LLC
Feb 2020 — Present · Livonia, MI, US
Responsible for servicing and supporting investment accounts. Primary tasks include executing trades, processing money transfers (wires, tax distributions, charitable donations, systematic payments, buys, & investments, etc.) preparing client investment reports, monthly fund research and managed account reviews. Ameriprise Financial, Inc. is an American diversified financial services company. Ameriprise engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning.
Skills
- Journalism
- Social Networking
- Social Media Marketing
- Breaking News
- Broadcast Television
- Microsoft Excel
- Powerpoint
- Human Resources
- Producing
- Social Media
- Teamwork
- News Writing
- Public Speaking
- Customer Service
- Microsoft Office
- Avid Newscutter
- Leadership
- Avid
- Management
- Editing
- Time Management
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