We're looking for an organised, proactive and people-focused Client & Operations Coordinator to join our shared business support team. This is a unique opportunity to work across two growing local businesses operating under the same roof in the heart of Geelong.
Joti Financial
is a people-first finance business that helps clients navigate some of life's biggest financial decisions. Guided by our philosophy of Finance Made Human, we're committed to making what can often feel like a complex process straightforward, supportive and genuinely personal.
LDDesign
creates thoughtful and practical building design solutions, helping clients bring their projects to life from concept through to approval.
You'll work closely with both business owners and become an integral part of the team, helping us deliver exceptional service, improve our systems and support our clients throughout their journey. While you'll support both businesses, you'll be employed in one role as part of our shared business support team. The role follows a clear daily structure, with dedicated time allocated to each business, allowing you to focus on the priorities and clients of each team. Your usual hours will be Monday to Friday, 9.00 am to 5.00 pm, with a one-hour lunch break.
No two days are the same, and we're looking for someone who enjoys variety, loves helping people and takes pride in getting things done.
What you'll be doing
Acting as the first point of contact for clients and enquiries
Managing phone calls, emails and general correspondence
Following up clients and keeping communication flowing
Scheduling appointments and managing diaries
Providing a professional, friendly and helpful experience for clients
Managing and maintaining client files and records
Preparing documentation and correspondence
Monitoring outstanding tasks and ensuring deadlines are met
Maintaining systems, checklists and workflows




Supporting both businesses with general administration requirements
Following up permit applications and project-related matters
Liaising with various stakeholders, including lenders, consultants, councils and industry contacts
Maintaining records within Xero
About you
Experience in administration, client service or office coordination
Strong written and verbal communication skills
Confident learning and using different systems
Able to manage deadlines and maintain accurate records
Loves helping people
Naturally organised and proactive
Communicates confidently and professionally
Excellent attention to detail
Enjoys solving problems and taking initiative
Can manage competing priorities without becoming overwhelmed
About us
We are two established local businesses operating under the same roof in Geelong.
Joti Financial
is a people-first finance business that believes great service changes lives. Guided by our philosophy of Finance Made Human, we're passionate about building genuine relationships, solving problems and creating exceptional experiences for every client we work with.
LD Design
creates thoughtful and practical building design solutions, working closely with clients to bring their ideas to life from concept through to approval.
Together, we are a warm, down-to-earth office where people support one another, relationships matter and ideas are genuinely valued. We believe great businesses are built by great people, and we're looking for someone who shares our commitment to exceptional service, teamwork and making a positive difference for our clients.
Perks
Full-time permanent opportunity
Workplace where you can enjoy coming to work, feel trusted in your role and take pride in the difference you make for our clients and businesses
Role can grow with the businesses, potentially progressing into a more senior position, taking greater ownership of operations or exploring new opportunities as they arise
#J-*****-Ljbffr

📌 Client Operations Coordinator (Geelong)
🏢 Joti Financial
📍 Geelong