Book Keeper

Combined Living Care are looking to recruit a Registered Nurse to join us. This position would be suited to an enthusiastic and passionate practitioner who wants to make their mark within the NDIS.

Book Keeper


Plan Managers/Book Keepers are financial intermediaries for participants’ NDIS Funding. Your job is to pay their service providers using their NDIS funding and advise them on what they can and can't spend their NDIS money on.


You will also manage the Financial needs and work with the CEO on the resources required.

Maximising Client's Plans

  • The purpose of the NDIS Case Manager role is to manage client referrals, intake and initial client contact and assist NDIS participants, their families and providers with their NDIS plan and budget-related queries.
  • You will provide high quality support to new and existing clients by building an understanding of their needs and being their trusted NDIS advisor.
  • It is a predominately a phone and/or email service, however there may be occasions where home or community visits are required.

Key Duties

  • Manage the day-to-day queries from new prospects, including intake and induction of new participants.
  • Manage the day-to-day queries from participants regarding their NDIS packages and funded supports, including reasonable and necessary criteria.
  • Helping participants to understand their plan and allocated budgets.
  • Assisting the payment team with discrepancies and missing information on outstanding claims/invoices.
  • Liaising with service providers and NDIA to resolve plan and invoice issues.
  • Obtaining and maintaining evidence to support auditing of funded supports.
  • Provide advice and information to participants about mainstream and government services that will help them to achieve personal objectives outside of the NDIS. 
  • Assist participants to budget and monitor their plan, as well as follow up on queries.
  • Maintain up to date knowledge of the NDIS through self-education and research.
  • General administrative duties.

What do I need for the role?

  • Demonstrated experience in the NDIS space, with a strong working knowledge of the relevant legislation and guidelines (including NDIS Pricing Arrangements and operational guides).
  • Ability to work independently, and think innovatively and proactively, as well as work collaboratively with colleagues in a remote environment.
  • Proven experience in building relationships with participants, colleagues and stakeholders, including representing the organisation in community settings.
  • Quick on your feet, a fast learner and great with numbers.
  • A passion for helping people build capacity, live a good life and achieve their goals.
  • Excellent Microsoft Suite skills (particularly Excel & Outlook).
  • Previous CRM experience.
  • Previous experience as a Support Coordinator / Local Area Coordinator / Planner is essential.
  • Ability to setup and troubleshoot any IT issues due to WFH arrangements and have fast/stable internet connection.

Job Type: Casual with the plan to become permanent

Pay: $40 - $50 per hour


  • Work from home


  • Flexible hours