Equity Sales Assistant
Welcome to Truist Financial, where we are committed to empowering our clients and communities to reach their financial goals. We are currently seeking a motivated and driven individual to join our team as an Equity Sales Assistant. As a member of our team, you will play a vital role in supporting our Equity Sales team in their efforts to provide exceptional service and solutions to our clients. We are looking for someone who is passionate about the financial industry, thrives in a fast-paced environment, and possesses excellent communication and organization skills. If you are ready to take the next step in your career and make a positive impact, we encourage you to apply for this exciting opportunity.
- Provide administrative support to the Equity Sales team, including scheduling appointments, managing calendars, and organizing meetings.
- Assist with the preparation of client presentations and reports, ensuring accuracy and timely delivery.
- Act as a liaison between the Equity Sales team and other departments within the company, ensuring smooth communication and coordination.
- Maintain a thorough understanding of Truist Financial's products, services, and policies to effectively assist clients.
- Respond to client inquiries and provide exceptional customer service, resolving issues in a timely manner.
- Collaborate with the Equity Sales team to identify potential clients and develop strategies to increase business.
- Continuously monitor and update client records and databases to ensure accuracy and compliance.
- Stay updated on industry trends and changes, and provide insights and recommendations to the Equity Sales team.
- Coordinate and assist with marketing and promotional efforts to attract new clients and retain existing ones.
- Adhere to all company policies and procedures, as well as regulatory guidelines, to ensure a compliant and ethical work environment.
Strong Knowledge Of Financial Markets: The Ideal Candidate For An Equity Sales Assistant Role At Truist Financial Should Have A Deep Understanding Of Financial Markets And The Factors That Impact Them. They Should Be Familiar With Equity Products And Have The Ability To Analyze Market Trends And Make Informed Investment Recommendations.
Excellent Communication Skills: Effective Communication Is Essential In This Role, As An Equity Sales Assistant Will Be Responsible For Interacting With Clients, Colleagues, And Other Stakeholders On A Daily Basis. The Candidate Should Possess Strong Verbal And Written Communication Skills To Effectively Convey Complex Financial Information To A Diverse Audience.
Detail-Oriented: Attention To Detail Is Crucial In The Financial Industry, And An Equity Sales Assistant Must Be Able To Accurately Process And Record Large Amounts Of Data. They Should Have A Keen Eye For Spotting Errors And Be Able To Maintain A High Level Of Accuracy In Their Work.
Team Player: The Role Of An Equity Sales Assistant Requires Collaboration With Various Teams Within The Organization, Such As Research, Trading, And Compliance. The Candidate Should Be A Team Player, Able To Work Effectively With Others, And Contribute To A Positive And Productive Work Environment.
Bachelor's Degree In Finance Or Business: A Minimum Of A Bachelor's Degree In Finance, Business, Or A Related Field Is Typically Required For An Equity Sales Assistant Position At Truist Financial. This Degree Should Provide A Solid Foundation In Financial Principles And Concepts And Demonstrate The Candidate's Commitment To The Industry.
Networking
Data Analysis
Market Research
Time Management
Product knowledge
Presentation skills
customer service
Relationship Building
Sales Support
Teamwork
Organization
Client communication
Communication
Conflict Resolution
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
Empathy
According to JobzMall, the average salary range for a Equity Sales Assistant in Charlotte, NC, USA is $54,000 - $72,000 per year, with a median salary of $62,000 per year. This range can vary depending on factors such as experience, education, and the specific company and industry.
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Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.
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