Office Operations Coordinator

3 weeks ago


Santa Barbara, California, United States Tutku Perkin Inc Full time
Job Title: Office Operations Coordinator

We are seeking a highly organized and detail-oriented individual to join our team as an Office Operations Coordinator. This role will be responsible for providing administrative support to financial representatives and ensuring the smooth operation of the office.


About Tutku Perkin Inc

Tutku Perkin Inc is a leading financial services company that offers a range of products and services designed to help individuals achieve their financial goals. Our team is committed to delivering exceptional client service and providing a supportive work environment.


Responsibilities and Duties

The successful candidate will be responsible for:

  • Preparing client financial plans using proprietary software.
  • Maintaining accurate and up-to-date records.
  • Communicating effectively with clients and colleagues.
  • Providing administrative support to financial representatives.
  • Ensuring the smooth operation of the office.

Requirements and Qualifications
  • Administrative experience in a similar field or industry.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Basic knowledge of Microsoft applications and data entry software.
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • Securities, Health and Life license or willingness to obtain within 6 months.


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