Careers

We have an immediate opening in the Trust Department for a Full-Time personable, polished and professional Administrative Assistant. This position works directly with Trust Officers and Team Leaders who manage a book of fiduciary relationships to meet client needs and expectations. The incumbent will serve as an additional point of contact to clients and as a backup for the Trust Officers and will perform other administrative duties as needed. Must have excellent written/verbal communication and interpersonal skills, be detail oriented, take pride in accuracy, organized and possess strong follow-up and multi-tasking skills. Trust experience is preferred but not required. This position does not make judgments about interpretations of the governing instrument.

The hours are 8:00 a.m. – 5:00 p.m. Monday through Friday

Knowledge/Skills/Abilities:

• Performs a variety of administrative duties as needed to include; typing, filing, copying and sorting of mail.
• Ability to successfully follow designated procedural checklists to complete specific tasks.
• Strong customer service skills where you must be personable, professional, courteous, efficient and flexible when working with clients and all levels of internal customers at all times.
• Provide backup coverage at the receptionist desk.
• Perform administrative reviews and account status preparation as well as maintain files and account information.
• Perform ongoing account and client administration, account closings, coordinate filing of medical bills and insurance claims for review and follow-up as requested.
• Set up new account records in FiS, following setup checklists (New Account package).
• Taxes; assist in coordinating preparation, execution and filing of 1040’s and 1041’s with maintenance of tax logs.
• Independent self-starter who is efficient and effective in prioritizing, planning and organizing your daily work flow.
• Strong computer skills and highly proficient with Microsoft Office and PC software applications (i.e. Word, Excel, Power Point, Outlook, Access).
• Must display high level of confidentiality, honesty, integrity at all times.
• Comply with all Information Security and Cybersecurity related policy and procedure.
• The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Education and Experience Requirements:

• High School diploma or equivalent
• 1-year trust, banking or administrative office experience
• BA/BS Degree or trust/fiduciary or financial assistant background appreciated

The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans. The First National Bank of Mount Dora participates in the E-verify program as required by law.

We have an immediate opening for a polished and professional full-time Trust Officer to become part of our Trust Department team. This position provides fiduciary support and expertise to meet the overall needs of clients in support of the integrated delivery of products and services. The incumbent works closely with other relationship and portfolio managers in defining client's requirements including investment and tax aspects, maintains client contact on an ongoing basis and is active in both the charitable and professional communities.

The hours are 8:00 a.m. – 5:00 p.m. Monday through Friday

Knowledge/Skills/Abilities:

• Ability to resolve customer problems through knowledge of banking systems, processes and products.
• Strong understanding of sales process.
• Excellent sales and negotiation skills.
• Excellent verbal and written communication skills.
• Professional, courteous and efficient when working with clients.
• Able to organize and prioritize work responsibilities in order to accomplish assigned goals.
• Independent self-starter who is efficient and effective in prioritizing, planning and organizing your daily work flow.
• Ability to work efficiently with all levels of internal customers.
• Proven business development skills.
• Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, cash flow modeling, investments, and insurance.
• Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts, and planning with trusts.
• Must have excellent written and verbal communication and interpersonal skills.
• Strong computer skills and proficient with Microsoft Office.
• Detail oriented and accurate when completing tasks.
• Must display honesty and professionalism at all times.
• Comply with all Information Security and Cybersecurity related policy and procedure.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Education and Experience Requirements:

• Five (5) years administering personal trust accounts or related investment and/or banking experience
• Undergraduate Degree in a related field or seven (7) years equivalent in combined experience and education
• Professional designation preferred

The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans. The First National Bank of Mount Dora participates in the E-verify program as required by law.