Financial Services Specialist

4 days ago


Bendigo, Victoria, Australia beBeeCustomer Part time $88,720 - $89,090
Plan Management Professional Wanted

Seeking a highly skilled and customer-focused individual to support participants with their funding and financial needs.

The ideal candidate will have excellent communication skills, both verbal and written, and the ability to maintain accurate records. You will also be responsible for processing invoices and payments accurately, as well as providing exceptional customer service to participants, their guardians, and providers.

Key Responsibilities:
  • Manage participant funding and financial needs
  • Process invoices and payments accurately
  • Provide exceptional customer service to participants, their guardians, and providers
  • Maintain accurate records and reports
  • Work collaboratively as part of a dynamic team

This is an exciting opportunity to contribute to the success of our plan management team. If you are a motivated and customer-focused individual with a passion for working with people, we encourage you to apply.

The successful candidate will possess:

  • A qualification in bookkeeping or previous experience working in a similar role
  • Strong communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Honest, reliable, and professional attitude

Training and support will be provided to ensure your success in this role. We offer a competitive salary package and opportunities for career growth and development.

Lifely is committed to promoting diversity and inclusion in the workplace.



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