Overview
Office Administrator Jobs in Costa Mesa, CA at Bonas Company
Maintains and builds trusting relationships through direct client service and administrative support to the firm’s President. Supports the mission of the company and its corporate culture by being team oriented, caring about clients and colleagues, and providing personalized quality service.
Provide direct client services including paying bills, preparing client meeting packets, utilize Docusign for forms. Contact vendors and potentially governmental agencies on behalf of client to resolve issues.
Administrative support to the President & Chief Operating Officer to prepare reports and spreadsheets for clients, proof documents, and research and organize client information. Communicating with clients by answering and returning calls to provide assistance in directing clients to the correct resource they may need. Assist President in preparing Board materials for the monthly Board meeting.
This position requires competence in how to manage time, organize information and calendar, computer skills including Microsoft Excel and Docusign software. Communication skills in both written and verbal, and ability to cultivate professional, caring, and trusting relationships amongst colleagues and clients. Knowledge of BSA, USA Patriot Act, OFAC & GLBA an advantage.
About Harbour Trust & Investment Management Company
The foundation of Harbour Trust is relationships. Over 25 years after its inception, our clients continue to be the focal point of our business. We help them achieve their financial goals by building strong and trusting individual partnerships. As an independent Trust Company, Harbour Trust has enjoyed years of financial stability due to strong senior leadership. Our dedicated and experienced financial professionals combine their financial acuity, experience, and deep-seated sense of responsibility to manage each client’s assets. Harbour Trust adheres to the most strenuous regulatory standards ensuring that our clients can rest assured that their assets are in good hands.
Title: Office Administrator
Company: Bonas Company
Location: Costa Mesa, CA
