Do you pride yourself on your excellent customer service skills?

Are you looking to develop your knowledge of the NDIS?

Would you like to be to be part of a hardworking, dedicated business arm of TDT?

We are seeking an individual with high attention to detail and a positive can-do attitude to join the Trusted Plan Management Team as a Plan Management Officer based in our Illawarra Head Office. This is a permanent, part-time position at 42 hours a fortnight in a service that has grown to support over 500 clients over the last few years. The Plan Management team perform financial intermediary services to participants who are NDIS recipients and have their NDIS funds set as plan managed. We provide this service across the local area and many regions in NSW and ACT.

About the opportunity:

As a Plan Management Officer reporting to the Manager of Plan Management and Accounts Payable, you will join a fast paced team environment who work collaboratively to manage a high volume of daily processing. Your day-to-day responsibilities will include:

• Providing intermediary services to Trusted Plan Management customers, utilising our dedicated plan management software application.
• The ability to problem solve, have strong attention to detail to ensure accuracy and integrity of financial & CRM records
• Prior Technology 1 experience or other accounting software application to provide accounts payable processing functions to the business
• Adhere to relevant company policies and procedures, including the NDIS Guide to Plan Management to meet compliance expectations
• Knowledge of the National Disability Insurance Scheme and the NDIS Pricing Arrangements and Price Limits
• Working collaboratively with the PM team and various internal departments to support the best outcomes for participants

This role can be worked over 3 or 4 days a week with the potential of having some flexibility in start and finish times.

What you will bring:

• Previous Accounts Payable (processing) experience to back up the Accounts Payable officer.
• You will bring an aptitude for problem solving, have strong budgeting skills with attention to detail and an ability to interpret NDIS pricing arrangements, price limits and guidelines.
• You will also have good computer literacy and the ability to use internal systems to produce the expected outcomes for processing high volumes of invoices and claims.
• Ideally you will have a background in bookkeeping or accounts payable and you are confident to pick up the phone and liaise with various internal and external stakeholders.
• You are someone who is a quick learner, has a positive, can-do attitude and enjoys building genuine working relationships with clients and supporting people to live their best lives.

What we can offer you:

At The Trust, we are person-centred, and people focused. Our exciting employee benefits on offer include:

• Training and support from our team to further your accounts payable skills and NDIS knowledge
• Generous tax-free earning potential of up to $15,900 per annum (+ $2,650 meals & entertainment)
• 5-weeks of leave per annum (pro rata based on your working hours), free onsite parking, and wellness/wellbeing initiatives
• Access to our Employee Assistance Program and a diverse learning and development program
• Access to Fitness Passport, discounted unlimited access to multiple fitness and leisure centres
• Flexible public holiday leave options for cultural or religious events
• Access to reward and recognition programs that celebrate your contributions

The full-time equivalent base salary range for this role is between $73,000 and $79,000 pro rata based on your working hours, dependent upon the skills and experience of the successful candidate.

Where to from here?

Ready to embark on a rewarding journey with us? Apply now and become part of a dedicated and passionate team.

To apply, please submit your resume and cover letter outlining how your skills and experience align with the above criteria, what you can bring to the team and why you would be a good fit for this role. If you have any questions regarding this role, please contact Paulette Hamilton, Manager Plan Management & Accounts Payable via email [email protected]

Applications will close on Monday 19 May 2025 at 10:00am. Please note that shortlisted applicants will be contacted on a rolling basis.