Trust manager assistant job description

Job DescriptionStart Your Story at Speedway!
We're committed to bringing passion and customer focus to the business.
We’re excited to be part of the 7-Eleven family of stores!
If you enjoy working as part of a retail management team and have previous supervisory experience, we would love the opportunity to talk with you! Speedway is focused and dedicated to your success! We are committed to ensuring our employees receive proper training in order to provide excellent customer service to our customers on every visit. We offer full-time hours and valuable management and leadership experience with competitive pay.


Speedway offers best in class benefits including:

• 401K Plan
• Weekly paychecks and paid holidays
• Paid vacation and sick pay plans
• Coverage in medical, dental, life, and vision insurances eligible upon enrollment
• Monthly bonus/incentive potential
• Tuition Reimbursement and Adoption Assistance

What you
bring
:

• Oversee and provide customer service leadership, training, and coaching, alongside the General Manager, for all store employees
• Maintaining high retention by focusing on identifying qualified applicants, developing leaders, empowering employees, and encouraging employee productivity
• Maintaining a clean, safe environment by complying with all health and sanitation procedures to ensure the store is presentable and that all products are in-stock
• Assist in implementing all merchandising and marketing program
• Cash handling, fuel transactions, and promoting the Speedy Rewards loyalty program
• A valid Driver’s License from the state of residence and auto insurance in order to conduct area pricing surveys
• A High School diploma or GED is preferred, but not required for candidates that have at least one year of Retail Management experience
• The ability to multi-task, perform repeated bending, standing, and reaching, and occasionally lifting up to 50 pounds

Please click here for Store Crew Job Responsibility Statements.
Please click here for Store Leadership Job Responsibility Statements.

1. Daily review of the account balances at Mid Atlantic Trust Company (MATC) and analyze the financial activity on any plans representing a negative balance. Identify the root cause and work with the appropriate areas to correct so the plan is in balance.
2. Based on documents received from Employer Records and Group Underwriting establish client profiles in both MATC and Net Suite. The creation of these profiles will enable remittances to be received and fee payments to be collected.
3. Responsible for reviewing and validating the Omni fee feedback file generated on the 15th of the month when the Omni fee cycle is processed. Once the feedback file has been verified, review the invoices in Net Suite to ensure they have been populated correctly based on the data on feedback file. Upon review and approval release the invoices to the clients.
4. When fee payment is due, release the payment file to Wells Fargo for collection of the income. Confirm receipt of funds into the Wells Fargo bank account and process the necessary journal entry in Net Suite. In a similar manner, monitor the bank account for any return items, which require correcting entries and collection of fees.
5. Assist Field Offices with plan audits by providing documentation for information contained on the fund reports and forfeiture statements.
6. Completes other duties as necessary to support and accomplish the goals and responsibilities of the department.

Required Qualifications:

1. Bachelor's Degree.
2. Knowledge in Microsoft Office, particularly Excel.
3. Knowledge of principles and processes of providing excellent customer service.
4. Fingerprint for bonding required by Financial Industry Regulatory Authority.
5. Ability to work hybrid schedule - 3 days in office, 2 at home.

Preferred Qualifications:

1. Financial Services or Retirement industry experience.

What we offer you:

1. Competitive base salary
2. Annual Bonus
3. Company 401K match (3%) (vests day one of employment)
4. Comprehensive Health Plan; Medical, Dental, Vision and Life Insurance (effective day one of employment)
5. Paid time off: 18 vacations days, 2 floating holidays, plus 9 to 10 company holidays and 5 sick days (or as required by state law)
6. Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
7. Short-term and long-term disability

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

As an Assistant Store Manager, you will have the opportunity to be part of a diverse team with an excellent company culture. We offer competitive wages, a great work/life balance, and career and development opportunities.

Extra Space Storage is the fastest-growing storage company with over 2,000 stores nationwide. If you'd like to grow with us, you should consider joining the team. We look for employees who are reliable, good communicators, and have a passion for helping people.
Benefits We Offer You

* A work/life balance that allows you to work 5 days a week (no Sundays) and be off work by 6pm

* Outstanding company culture with growth opportunities throughout the U.S.

* Competitive starting pay + monthly bonus opportunity

* Paid Time Off accrued throughout the year, increasing with years of service

* Generous 401(k) match with Traditional and/or ROTH choices

* Affordable medical benefit options with up to a $1k annual Health Savings Account employer contribution

* EXTRA Healthy Wellness Program with rewards towards your medical premium

* Education support program (pursuit of bachelor's degree)

* BenefitHub discounts: apparel, auto, electronics, entertainment, pets, travel, etc.

Your Responsibilities

* Provide excellent customer service

* Meet sales goals through unit rentals, unit insurance, and moving supplies

* Guide new customers through rental processes and agreements

* Maintain facilities - sweeping, mopping, changing light bulbs, etc.

* Work independently on daily tasks as well as cooperate with team members

* May be required to run errands for the facility and travel to other store locations

Your Qualifications

* Customer service experience preferred (i.e. retail sales, restaurant, sales associate, front desk, site management, and/or other customer-centered sales roles)

* Strong computer skills

* Valid driver's license with access to reliable transportation

* High school diploma or GED equivalent

Note: If you have experience working in any of the following types of jobs, we encourage you to apply: Sales Associate, Customer Service Representative, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales, Retail Sales Lead or Team Lead, Cashier/Sales, Sales Specialist, etc.

If you are a current Extra Space employee, please apply through the "Find Internal Career Openings" in Workday.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.