Accountant or Bookkeeper with personality- NDIS Plan Manager
Position Type:
Full-time
Place of Work:
Belmont
Reports To:
Office Manager
Expiry Date:
4pm, 7th August ****
About Manage It
Our organisation is still growing, and we are expanding our team to keep up with demand.
Manage It provides plan management service which supports people with disability and their families.
We are based in Belmont, but support clients Australia wide.
We are looking for passionate, talented individuals with a sense of humor and good communication skills to complement our friendly team.
If you are chasing a rewarding position and want to work in a positive environment where you can make a difference, then this could be the role for you!
About the Position
The role is a mix of bookkeeping / accounting and customer support. You will have 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. We will give you thorough training and support.
The position is office based.
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.
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.
A certificate in bookkeeping and/ or a membership with a professional bookkeeping association
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 client management systems and database applications.
Proficiency using the Microsoft Office suite (in particular Excel)
Other requirements
Able to pass a Workers Screening
Sense of humor
Positive communication
Ability to eat birthday cake when enquired (Dietary needs catered for), candles optional.
Preferred applicant to be able to sing "Happy Birthday" in the key of "F", however broad or limited vocal ranges may apply.
Please note that due to the high volume of applications expected, we will only contact shortlisted applicants.
Application Questions
Your application will include the following questions:
Do you have customer service experience?
How many years' experience do you have in a Bookkeeping Role?
Have you completed a qualification in accounting?
How many years' experience do you have as an NDIS Plan Manager?
Do you have experience using Microsoft Excel?
Which of the following statements best describes your right to work in Australia?
Which of the following Microsoft Office products are you experienced with?
Which of the following accounting packages are you experienced with?
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📌 Accountant Or Bookkeeper With Personality- Ndis Plan Manager (Shepparton)
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📍 Shepparton