What are the responsibilities and job description for the Trust Administrative Assistant I (Mount Dora, FL) position at The First National Bank of Mount Dora?
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.
- Estates and Trusts which are Closing; perform tasks designated on Administrative Duties Checklist (Form 2104)
- 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
This position is not subject to remote working opportunities and salary is dependent on experience.
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.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: In person