Finance & Consumer Service Officer

Due to increased consumer demand, we are seeking a full-time Plan Manager & Consumer Service Officer to join Windermere on a permanent basis. This fundamental and dynamic role will empower you to use your exceptional customer service and finance skills to work with consumers within our early intervention and disability programs, to ensure their financial and administrative needs are met. 

Working with our dedicated Plan Management Services team you will be presented with something new every day and will contribute to positive lasting outcomes in the lives of our consumers.

We also offer flexible Ways of Working including a combination of working from home and working onsite from our Head Office in Narre Warren.

Why work at Windermere?

We are committed to outcome-focused care for children, families and individuals and to making a positive difference in the community. As well as tailored support services for individuals and families, Windermere provides a varied scope of services to support disadvantaged and vulnerable people. Windermere offers a culture of flexibility, support and wellbeing.

Staff Benefits – this is where we stand out from the crowd!  Windermere offers staff a wide range of unique benefits beyond the salary.

• Flexible Ways of Working – home, in the office or combination of both
• Above Award Personal Leave and 17.5% annual leave loading
• Gifted days off (between Christmas and New Year)
• Employee Referral Program – $500 per referral
• Flexible Leave Scheme (50/52, 51/52)
• Salary packaging (up to $15,900 per year + additional $2,650 meals and entertainment)
• Structured performance and 1-on-1 development check-ins and secondment opportunities
• Staff discount program for everyday items
• Opportunities for professional development
• Study Leave provisions 
• Rostered Days Off 
• 9 Day Fortnight
• Paid Parental Leave    

Windermere care about staff and strive for continuous improvement, which is why we regularly ask our staff and consumers about what we can do better. In our staff survey from May 2024, 90% of respondents said they were “proud to work at Windermere” and 89.7% feel “we are committed to diversity, equity and inclusion“.

Now, let’s talk about this exciting opportunity! 

Key Selection Criteria:

• Tertiary qualifications in relevant and related discipline or equivalent professional experience
• Membership with ATMA, AAT, CBK, ABAL, CPA, ICB, IPA or CAANZ or equivalent
• Minimum 3 years’ experience in a finance role is essential.
• Knowledge of Plan Management under NDIS will be highly regarded
• Strong computer skills and knowledge of Microsoft products.
• Proven knowledge of financial processing systems (Brevity Plan management system an advantage)
• Exceptional written and verbal communication and interpersonal skills
• Sound judgement and decision-making ability, ability to work autonomously and flexible in a changing environment.
• Current Victorian Drivers’ Licence.
• Willingness to undertake relevant pre-employment screening and checks – including NDIS worker screening check, Police Check, Pre-Employment Medical and Working with Children’s check
• Right to Work in Australia e.g. Australian Citizen, Permanent Resident or Visa holder with full working rights.

If this job excites you, then click the “Apply now” button and submit your application. Please also ensure you address the Key Selection Criteria in your application letter.

If you require any specific access adjustments or support within the Windermere recruitment, interview or onboarding process please contact our Talent Acquisition Specialist via phone +613 8794 1311 or email [email protected] using the subject line: Plan Manager & Consumer Service Officer enquiry via EthicalJobs.

Windermere is committed to equity & equality for consumers and employees, this by building diverse and inclusive services and work environments, where all peoples from Aboriginal & Torres Strait Islander, CALD, LGBTIQ+ Communities and those living with disability will know and feel accepted, affirmed, safe and celebrated. Windermere is delivering this through the continued development and implementation of our Welcoming and Inclusion Strategy as we seek to provide a diverse workforce at all levels.