Plan Fund Manager

6 days ago

Sydney, New South Wales, Australia beBeeFunding Full time $60,000 - $95,000
NDIS Plan Manager Role

As a dedicated NDIS Plan Manager, you will play a pivotal role in supporting participants with the management of their NDIS plans. This includes guiding participants on funding usage, processing invoices, and ensuring that services align with their goals.

This is an exciting opportunity to make a meaningful impact in the lives of individuals with disability, and to be part of a team that prioritises participant-centred support.

We are seeking a highly skilled and compassionate professional who is passionate about delivering high-quality services and building strong relationships with participants and their families.

Key Responsibilities:

  • Funding Management: Assist participants in understanding their NDIS plans, including budget management, funding allocation, and service options.
  • Invoice Processing: Process and manage invoice payments in compliance with NDIS guidelines, ensuring accuracy and timely submissions.
  • Financial Oversight: Oversee the financial aspects of NDIS plans, ensuring that services are delivered within budget, NDIS guidelines, and participants' needs are met.

Client Engagement & Support:

  • Client Communication: Serve as a knowledgeable point of contact for NDIS participants, providing clear, supportive communication that helps clients understand and maximise their NDIS funding.
  • Relationship Building: Build and maintain strong, trusting relationships with participants, families, and support networks.

Collaboration & Stakeholder Management:

  • Liaison: Liaise with internal teams and external stakeholders to ensure a seamless experience for participants, maintaining open and effective lines of communication.
  • Service Coordination: Communicate effectively with service providers to ensure that services are delivered as planned, and funding is used appropriately.

Compliance & Risk Management:

  • Financial Compliance: Ensure all financial transactions, paperwork, and data are managed in accordance with NDIS guidelines, confidentiality requirements, and organisational policies.

Administrative & Data Management:

  • Paperwork Management: Manage all paperwork related to NDIS purchases, payments, and other administrative tasks.

Required Skills & Qualifications:

  • Strong Administrative Skills: Strong administrative skills, including proficiency with Excel, Word, CRM systems, Xero.
  • Excellent Communication Skills: Excellent communication skills with the ability to engage clients and service providers with empathy, clarity, and professionalism.

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