Plan Management Officer, Adelaide

1 week ago

Adelaide Region SA, Australia ITEC Group Australia Full time

Introduction:


ITEC Group Australia comprises of numerous divisions and partnerships that work together to provide a wide range of human, community and enterprise services to various regions across Australia.

Founded 26 years ago, we're a proud Australian family owned and operated company.

We work towards a higher purpose, to be conscious of our business values and care for all involved in our operations, ensuring our staff, participants, youth, clients, families and communities will THRIVE.

This is a full-time role based at our office in Norwood, South

Description:

Purpose

The role is a mix of bookkeeping and customer support.

You will share a caseload of clients (NDIS participants) that you will support to process their payments for services, liaise with the client, their creditors and the NDIS.

Only applicants with prior NDIS Plan Management experience will be considered for the role. To learn more about Plan Management, visit

Skills and Experiences:

Position Accountabilities:

Financial Management and Administration

  • Management of participants (clients)
  • Daily payment processing.
  • Resolve any issues identified with payments
  • Assist clients with budgeting and monitoring of their expenditure
Customer Engagement

  • Communicate with clients in a friendly professional manner.
  • Assist clients to understand their financial position.
  • Provide clients with support to access Manage It's portal software.
  • Maintain positive relationships with external stakeholders.
Essential Knowledge, Skills and Experience

  • Demonstrated experience working in a client focused role
  • Demonstrated experience from an administration and bookkeeping role in a financial setting
  • Exceptional 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 the Microsoft Office suite (in particular Excel)

Other requirements:

  • Experience in reconciliation are highly desirable.

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