Bookkeeper Role: NDIS Plan Manager

Manage It
Eastern Suburbs
Banking & Financial Services
Account & Relationship Management
$60,000 - $64,999
Full time
Posted 23d ago

Position Title: NDIS Plan Manager 

Position Type: Full-time 

Place of Work: Belmont 

Reports To: Office Manager                                          

Expiry Date: 15th Sep 2021 

About Manage It 

Western Australia's first NDIS Plan Management organisation continues to grow. We are recruiting more Plan Managers to meet demand. 

Manage It is an registered NDIS plan management agency supporting people with disabilities and their families to utilise their personalised funding to assist with everyday living. 

Our office is based in Belmont, we support participants Australia wide. 

We are looking for passionate, talented individuals to complement our friendly team. 

If you are chasing a challenging and rewarding position, and want to work in a dynamic, fast-paced environment where you can make a difference, then this could be the role for you! 

About the Position 

Our NDIS Plan Managers are responsible for supporting and managing a caseload of NDIS participants, ensuring financial records are managed in line with NDIS legislation whilst maintaining a positive and informative customer experience for participants and their support networks. 

Position Accountabilities: 

Financial Management and Administration 

Data entry and management of participant (customer) information using our in-house client management system .

Daily payment processing for allocated participants.

Assess all payments for NDIS compliance before processing. 

Access the NDIS portal to make payment claims. 

Trouble shoot issues identified with payments.

Assist participants with budgeting and monitoring their expenditure.

Educate participants to ensure their purchases represent value for money. 

Customer Engagement 

Communicate with participants and / or their families using a person-centered approach.

Support participants and their families to understand their NDIS funding Plans.

Assist participants with information about processes and procedures relating to their payments. 

Assist participants with support and training in how to use Manage It’s payment portal.

Maintain positive relationships with external stakeholders such as local area coordinators, support coordinators, and service providers.

Essential Knowledge, Skills and Experience 

Demonstrated experience from working in a customer focused role. 

Passion for helping people. 

Demonstrated experience from an administration and bookkeeping role in a financial setting. 

A certificate in bookkeeping and/ or a membership with a professional bookkeeping association. 

Good communication skills. 

Demonstrated ability to work autonomously and in a team environment. 

High level attention to detail. 

High level time management skills and ability to manage multiple tasks independently. 

Proficiency using client management systems and database applications. 

Proficiency using the Microsoft Office suite.  

Desirable but not essential knowledge, skills and experience 

Experience working in an NDIS environment. 

Experience supporting people with disability and/or their families. 


Please note only shortlisted applicants will be contacted.

Employer questions

Your application will include the following questions:
  • Which of the following Microsoft Office products are you experienced with?
  • How many years of bookkeeping experience do you have?
  • Which of the following accounting packages are you experienced with?
  • Do you have customer service experience?

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