About Us:

As a financial intermediary service for NDIS participants, Alpha Plan Management assists clients to get the greatest benefit from their NDIS plans. We provide reliable, timely and secure financial administration services to give our clients the freedom to live their life.

The Role:

We are seeking an experienced professional with NDIS accounts processing and client relationship experience in the disability sector to join our expanding team as an NDIS Accounts Processing Officer on a six-month fixed-term contract, with the potential to extend.

The Plan Management Accounts Processing Officer will provide reliable, timely, accurate and secure financial administration

Responsibilities will include

- Building and maintaining established relationships with NDIS participants, Support Coordinators and NDIS providers, including Local Area Coordinators
- Responding to all enquiries, electronic and verbal, in a professional and efficient manner
- Using our purpose-built CRM to maintain accurate records of all enquiries and communication
- Maintaining current knowledge of the NDIS and plan management and ensuring compliance with NDIS legislation
- Providing accurate and efficient data entry to assist with the processing of accounts in a timely manner, based on NDIS pricing arrangements and price limits
- Responding to all account’s enquiries, electronic and verbal, in a professional and efficient manner
- Providing advice and guidance on the NDIS pricing arrangements and price limits to ensure our clients make informed choices and maximise their funding in accordance with their NDIS goals and budget
- Delivering all advice in a personalised and empathetic manner to maximise client satisfaction and retention

About You:



You will have strong experience NDIS financial administration environment in the delivery of customer-centred care. A commitment to utilising Alpha Plan Management’s systems to achieve timely and professional service delivery as an NDIS financial intermediary is critical.

To be successful, you will demonstrate the following:

Essential

- Experience in accounts payable and delivering exceptional customer service, ideally in NDIS Plan Management
- Demonstrated experience in data entry in a financial setting
- A person-centred and positive, outcome-focused approach to all participant interactions
- Exceptional interpersonal skills
- Excellent verbal and written communication skills and the ability to maintain relationships at all levels
- Strong attention to detail, time management, problem-solving, and organisational skills
- Proficiency in using multiple technology platforms, client management, and AI systems.

Desirable

- Experience working in an NDIS environment or supporting people with disability and/or their families
- Certificate III in Disability would be advantageous
- Certificate IV in Bookkeeping and Accounting would be advantageous

Benefits:

Alpha Plan Management offers

- Six-month fixed-term opportunity with the potential to extend
- Competitive remuneration, based on experience
- Supportive and collaborative team environment
- Established structure and energetic systems to enable transparent service delivery

Apply Now: Please submit a Cover Letter and Resume addressing the criteria as soon as possible. The recruitment process will commence immediately.

Alpha Plan Management is committed to an inclusive workforce and encourages applications from people of culturally diverse backgrounds, including those who identify as part of the Australian Aboriginal and/or Torres Strait Islander Community.

📌 NDIS Accounts Processing Officer (Fullarton)
🏢 Alpha Plan Management
📍 Fullarton