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Trust Officer

Mount Dora, FL

Posted: 07/02/2024 Employment Type: Direct Hire Industry: Accounting & Finance Job Number: 11599

Job Description

If you are looking for an amazing opportunity in the Central Florida area to work for a highly respected Institution, where you will be able to learn and grow, read on.  The Trust Officer provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with other relationship managers and portfolio managers in defining client's requirements including investment and tax aspects. Maintains client contact on an ongoing basis. Is active in both the charitable and professional communities. Good organizational skills. Is able to work in a multi-task environment with minimal supervision while demonstrating teamwork amongst other associates. Responsible for delivering superior service and a consistent customer experience to clients. Must be detail-oriented and able to work closely with other members of the client team to ensure that client needs and expectations are met and surpassed. 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.

Requirements:

5 Years administering personal trust accounts or related fiduciary and or banking experience.

Undergraduate Degree in a related field or 7 years combined experience and education.

Professional designation preferred.

Excellent Sales and negotiation skills.

Strong Problem Solving skills.

The desire to work in a close knit family environment with potential for longevity and growth.

 

Meet Your Recruiter

Lisa Cimorelli, CTS
Director of Business Development, Staffing Services, Florida

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About Mount Dora, FL

Ready to take the next step in your career? Explore our job opportunities in the vibrant area surrounding Mount Dora, Florida! Embrace the charm of this historic city located in the heart of Central Florida. Known for its quaint downtown, picturesque lakes, and annual art festivals, Mount Dora offers a unique blend of culture and community. Indulge in diverse cuisine, visit local art galleries like the Mount Dora Center for the Arts, or enjoy performances at the historic Mount Dora Community Building. With easy access to outdoor recreational activities at Lake Dora and the nearby Ocala National Forest, this area provides a perfect balance of work and play. Discover your next career opportunity in Mount Dora today!