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Equity Sales Assistant
Equity Sales Assistant-March 2024
Charlotte
Mar 28, 2026
About Equity Sales Assistant

  The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

  Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

  If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)

  (accommodation requests only; other inquiries won't receive a response).

  Regular or Temporary:

  Regular

  Language Fluency: English (Required)

  Work Shift:

  1st shift (United States of America)

  Please review the following job description:

  Assist the Sales team in delivering the firm's resources to Institutional Equity clients including equity research, corporate access, trading capabilities, and equity capital markets. Help Sales leverage the Equity platform to develop and grow client relationships.

  Essential Duties and Responsibilities

  Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  Develop an understanding of sales and clients’ needs and requirements, and help sales organize/coordinate the firm’s resources to service clients.

  Assist salespeople in delivering the firm’s Research product to clients on a daily basis.

  Help sales coordinate Corporate Access meetings with clients and company management teams.

  Work closely with sales to market Equity Capital Markets transactions including sending fliers and prospectuses to clients and keeping sales and clients updated on demand, price sensitivity and IOIs.

  Learn about high touch and low touch trading capabilities.

  Help host in-person client meetings when salespeople are unable to attend.

  Track and submit Truist client interactions to third party vendors.

  Submit travel & entertainment expenses for sales.

  Enter client contact information into the CRM system and help build and maintain client distribution lists.

  Required Qualifications:

  The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  BA/BS degree

  Series 7 & 63 FINRA licenses

  1-2 years of related work experience

  Strong organizational skills

  Solid interpersonal and analytical skills

  Ability to multi-task

  Team player

  Preferred Qualifications:

  3-4 years of related work experience

  Finance background and/or basic industry knowledge.

  General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

  . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

  EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

  Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

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