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.
Key responsibilities
- 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, skilled support and helping participants understand the plan management process
About you
- Has experience as a NDIS Plan Manager
- 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
- Experience using Planability software would be preferred but not necessary
- 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
Benefits
- Competitive casual rate
- Work from home possible
- Supportive, collaborative and values-driven team
- Comprehensive training and ongoing development
- Opportunity 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
About us At Trio Plan Management, we're passionate about helping NDIS participants get the most from their funding while delivering exceptional service and support.
📌 NDIS Plan Manager (Rivervale)
🏢 Trio Plan Management
📍 Rivervale
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