Client Funds Officer
2 weeks ago
**About us**:
InLife is a rapidly growing, financially healthy social enterprise with a vision that all people with a disability live full and fulfilling lives. We help to make this happen by supporting our clients and their carers with high quality, hassle-free personal assistance in the home.
As well as the basics of personal care and support, we provide a supportive and empowering environment to help navigate life's choices and opportunities. Everyone at InLife is working towards the same purpose: to positively transform the experience of disability support. With a genuine desire to make a difference, we believe we're doing it, one team at a time.
We understand that if we're serious about our vision to transform the experience of disability support (and we are), we need to employ great people and help them perform at their best. No matter whether you work directly with our clients or behind-the-scenes at InLife HQ, you'll play an important part in making sure we deliver outstanding service.
**The role**:
We are committed to attracting and retaining people that help us build strong teams that work alongside our clients to improve their lives, in ways that they choose.
Partnering with our client service team, this role plays a crucial role in ensuring our clients have suitable funding to meet their desired support services through analysing NDIS plans and agreed rosters of care and then tracking ongoing expenditure against them. The role requires a high level of attention to detail, problem solving capabilities and a key sense of commercial outcomes. Our clients will become your very own profit and loss to budget for, manage and report on.
In addition, the role is critical to providing information to the Client Services teams in relation to the NDIS price guide and InLife's ways of operating that relate to clients funding. This includes assisting with quoting, reviewing NDIS pricing requirements, assisting with the management client purchases for their homes, our offices, and the wider support team.
Finally, as part of the wider client funds team, you will play a part in managing our Finance mailbox ensuring enquires are allocated and actioned in a prompt manner and in line with client, supplier, and business expectations. Contributing to continuous improvement programs as we support the ongoing development of the charity is always important and the ability to take on challenges and investigate different ways of working will be important.
**Key Accountabilities**
**Client funding review and analysis**:
**Responsibility**:Shared with Client Services team and mgmt.
- Liaise with the Client Services team in the collection of client funding information, preparation of initial client funding budgets/quotes and entering required data into our CRM system.
- Make bookings against client plans through the NDIS portal and ensure invoicing information is accurate for the Client Funds Accountant.
- Complete ongoing reviews of clients spend against budgets and provide timely action items to InLife Coordinators, along with reporting on high risks clients to the Client Funds Coordinator and Head of Finance to minimize the number of bad debts.
- Track and implement changes to NDIS legislation, especially focused on billing requirements.
**Client support**:
**Responsibility**:Shared with Client Services team and Operations team.
- Assist with client purchases for housing including the creation of budgets, approval of reimbursements to InLife staff, reporting on annual expenditure and reviewing of agreed contracts for utilities.
- Develop and implement value for money offerings for transport including sourcing vehicles, creation of budgets and execution of invoicing with the Client Funds Accountant
- Complete monthly client reporting to agreed timelines along with house and grant acquittal accounting as required.
**Administration and support**
**Responsibility: Shared**
- Timely management of accounts mailbox.
- Contribute to monthly financial close including management of accounts reconciliations of client related accounts (Suspense, Client Prepayments, Clients Funds Held).
- Provide input into continuous improvement for the broader finance team.
- Support broader InLife projects as required.
**To be successful you'll have**
- Enthusiasm and passion for supporting people with disabilities
- Understanding and/or experience in budgeting and analysis
- Basic understanding of bookkeeping, accounts receivable and payable functions
- Excellent customer service orientation, listening skills, written and oral communication skills.
- Completed an undergraduate degree (or nearing completion) in accounting, finance or similar.
**Additional requirements**:
As part of our recruitment process, certain checks will be undertaken with your permission, including an NDIS Worker Screening Check that you must have before you can start work.
We encourage all of our staff to be vaccinated for COVID-19 and current recommendations a
-
Client Funds Officer
2 weeks ago
Melbourne, Victoria, Australia InLife Independent Living Full timeAbout us:InLife is a rapidly growing, financially healthy social enterprise with a vision that all people with a disability live full and fulfilling lives. We help to make this happen by supporting our clients and their carers with high quality, hassle-free personal assistance in the home.As well as the basics of personal care and support, we provide a...
-
Client Liaison Officer, Funds in Court, Supreme
3 weeks ago
Melbourne, Australia Court Services Victoria Full timeLocation: Melbourne | CBD Job type: Part time Organisation: Court Services Victoria **Salary**: $91,418 - $103,725 Occupation: Customer Service/Call Centre Reference: VG/SC0361 - Ongoing, Part Time (0.60), VPS Grade 4 position Funds in Court (FIC) is a self-funded division of the Supreme Court of Victoria, managing funds paid into Court, primarily for...
-
Melbourne, Australia Supreme Court Full timeLocation: Melbourne | CBD Job type: Full time Organisation: Supreme Court **Salary**: $92,332 - $104,762 Occupation: Community Services Reference: VG/SC1020A - The Client Liaison Officer [CLO] is a member of Client Services and is responsible for providing high quality customer service and investigating matters relevant to persons with a disability -...
-
Client Liaison Officer, Funds in Court, Supreme
3 weeks ago
Melbourne City Centre, Australia Court Services Victoria Full timeFunds in Court (FIC) is a self-funded division of the Supreme Court of Victoria, managing funds paid into Court, primarily for people under a legal disability. All funds are held, invested and administered by the Associate Judge of the Court who is the Senior Master. FIC provides support and services for over 7,000 persons under ‘legal disability'...
-
Client Liaison Officer, Funds in Court, Supreme
2 weeks ago
Melbourne, Australia Supreme Court Full timeLocation: Melbourne | CBD Job type: Full time / Ongoing Organisation: Supreme Court **Salary**: $92,332 - $104,762 Occupation: Community Services Reference: VG/SC1020B - The Client Liaison Officer [CLO] is a member of Client Services and is responsible for providing high quality customer service and investigating matters relevant to persons with a...
-
Client Service Officer
3 weeks ago
Melbourne, Australia Five Recruitment Full timeFantastic Working Environment - Experienced Client Service Officer required - 6 Month Contract - Flexible Working Conditions Our client is a leading Superannuation Industry Fund, with fantastic offices, located in the heart of the CBD. The team now has a new opening for a Client Services Officer to work with their fantastic team and culture, which will pay...
-
Client Liaison Officer, Funds in Court, Supreme
2 weeks ago
Melbourne City Centre, Victoria, Australia Court Services Victoria Full timeFunds in Court (FIC) is a self-funded division of the Supreme Court of Victoria, managing funds paid into Court, primarily for people under a legal disability. All funds are held, invested and administered by the Associate Judge of the Court who is the Senior Master. FIC provides support and services for over 7,000 persons under 'legal disability'...
-
Client Support Officer, Funds in Court, Supreme
2 weeks ago
Melbourne, Australia Supreme Court Full timeLocation: Melbourne | CBD Job type: Full time / Ongoing Organisation: Supreme Court **Salary**: $84,166 - $90,558 Occupation: Community Services Reference: VG/SC0667E - Effectively manage a small caseload / portfolio of beneficiaries providing timely and efficient funds administration services for persons under disability to achieve Client Services...
-
Client Services Officer X 2, Funds in Court
4 weeks ago
Melbourne, Australia Supreme Court Full timeLocation: Melbourne | CBD Job type: Full time Organisation: Supreme Court **Salary**: $91,418 - $103,725 Occupation: Customer Service/Call Centre Reference: VG/C00076_C00077 - Manage a portfolio of clients with awards ranging up to several million dollars providing efficient, timely and effective funds administration services for persons under...
-
Melbourne City Centre, Australia Court Services Victoria Full timeAbout the role - Visit clients of the Office and their carers, in their own homes throughout Australia, to effectively investigate matters concerning independent living skills, accommodation issues, emotional and physical wellbeing and support requirements. - Provide authoritative reports with considered recommendations to assist with decision making in...
-
Fund Accountant
2 weeks ago
Melbourne, Australia GXE Full timeAbout usGXE is the end-to-end platform for Investment Funds, Family Offices and Syndicates.GXE’s mission is to provide digital infrastructure and services for Trustee Services, Custody and Fund Administration. We provide investors, asset and fund managers with the tools they need to succeed and enable them to focus on their portfolios and investors...
-
Fund Accountant_australia
2 weeks ago
Melbourne, Victoria, Australia Alter Domus Full timeJOB DESCRIPTION: Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers; Preparing the funds' periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund-related reports; Handling the fund accounts and preparation of...
-
Client Liaison Officer, Funds in Court, Supreme
2 weeks ago
Melbourne City Centre, Australia Court Services Victoria Full timeAbout us The Supreme Court of Victoria is the highest court in Victoria and comprises the Court of Appeal and the Trial Division. The Court deals with major criminal and civil matters, plus appeals against decisions of lower courts. The Supreme Court of Victoria recognises that its people are integral to its ability to meet and exceed community expectations...
-
Client Liaison Officer, Funds in Court, Supreme
2 weeks ago
Melbourne City Centre, Victoria, Australia Court Services Victoria Full timeAbout usThe Supreme Court of Victoria is the highest court in Victoria and comprises the Court of Appeal and the Trial Division. The Court deals with major criminal and civil matters, plus appeals against decisions of lower courts.The Supreme Court of Victoria recognises that its people are integral to its ability to meet and exceed community expectations...
-
Client Support Officer, Funds in Court, Supreme
2 weeks ago
Melbourne City Centre, Australia Court Services Victoria Full timeAbout us The Supreme Court of Victoria is the highest court in Victoria and comprises the Court of Appeal and the Trial Division. The Court deals with major criminal and civil matters, plus appeals against decisions of lower courts. The Supreme Court of Victoria recognises that its people are integral to its ability to meet and exceed community expectations...
-
Fund Analyst
2 weeks ago
Melbourne, Victoria, Australia Consultive Full timeFund Analyst | Melbourne-Based Group | Reputable REIT Player Newly created Fund Analyst roleOur client, a 15-year strong property funds management group, has an already significant range of assets, and continues to increase its lettable area through which it derives income and capital growth.Based in Melbourne, the focus is on real estate assets, and the...
-
Client Support Officer, Funds in Court, Supreme
2 weeks ago
Melbourne City Centre, Victoria, Australia Court Services Victoria Full timeAbout usThe Supreme Court of Victoria is the highest court in Victoria and comprises the Court of Appeal and the Trial Division. The Court deals with major criminal and civil matters, plus appeals against decisions of lower courts.The Supreme Court of Victoria recognises that its people are integral to its ability to meet and exceed community expectations...
-
Client Service Manager
6 days ago
Melbourne, Australia Randstad Australia Full timeClient Service Manager - Leading Industry Fund CBD BasedHybrid Role Up to 85K Base The Company Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying...
-
Fund Administrator
3 weeks ago
Melbourne, Australia FNZ Group Full timeFund Administrator We are looking for someone to join our amazing Client Experience team working across our Australian business. As a Fund Administrator at FNZ, your primary responsibility will be to deliver top-notch fund administration and client services to both new and existing clients, advisers, and product owners using our exclusive administration...
-
Client Services Officer X 2, Funds in Court
4 weeks ago
Melbourne City Centre, Australia Court Services Victoria Full timeAbout the role The Client Services Officer (CSO) is a member of the Client Services Team and is accountable for services arising from day-to-day dealings with persons under ‘legal disability' including their carers, and in particular their requests to access their funds in Court. The position must balance and negotiate such requests and expectations with...
