Plan Manager
Trio Plan Management
Casual 15 hours a week
Make a Real Difference Every Day
At
Trio Plan Management
, we're passionate about helping NDIS participants get the most from their funding while delivering exceptional service and support.
As we continue to grow, we're looking for a
Plan Manager
to join our team and become a trusted point of contact for participants, providers and support coordinators.
If you enjoy helping people, have a strong eye for detail and take pride in delivering outstanding customer service, we'd love to hear from you.
About the Role
As a
Plan Manager
, you'll play a key role in ensuring participants' NDIS funding is managed accurately and efficiently.
You'll support participants throughout their journey, process invoices and payments, and help build positive relationships with providers and support coordinators.
Your responsibilities will include:
Reviewing invoices and service agreements in line with NDIS requirements and participant plans
Processing payments accurately and efficiently
Responding to enquiries from participants, providers and support coordinators via phone and email
Liaising with providers to clarify invoice and service agreement details where required
Assisting new participants through the onboarding process
Maintaining accurate participant records and documentation
Providing friendly,



professional support and helping participants understand the plan management process
About You
You'll be someone who:
Enjoys helping people and delivering exceptional customer service
Has excellent written and verbal communication skills
Is organised, detail-oriented and enjoys problem solving
Is confident using Microsoft Outlook, Excel and learning new systems
Can manage competing priorities while maintaining a high level of accuracy
Takes pride in producing high-quality work
Brings a positive attitude and enjoys working as part of a team
Has experience as a Plan Manager using Plannability would be preferred but not necessary.
Why Join Trio Plan Management?
Competitive casual rate
Work from home possible
Supportive, collaborative and values-driven team
Comprehensive training and ongoing development
Prospect to build a rewarding career within the NDIS sector
Meaningful work that positively impacts the lives of people with disability
A friendly workplace where your contribution is genuinely valued
Apply Now
If you're looking for a role where you can combine your administrative skills, attention to detail and passion for helping others, we'd love to hear from you.
Apply now and join the team at Trio Plan Management.

📌 Plan Manager (Perth)
🏢 Trio Plan Management
📍 Perth