Client Onboarding & Records Management:
• Prepare, pre-fill, and manage service agreements, onboarding forms, and intake documents.
• Maintain up-to-date client records in Astalty (client management system).
• Ensure accuracy and confidentiality of all participant files and case notes.
Communication & Scheduling (as the role evolves):
• Monitor and respond to emails, phone calls, and enquiries from clients, providers, and staff.
• Coordinate appointments, meetings, and staff schedules.
• Send reminders and confirmations to clients and staff regarding scheduled supports.
Document & Data Management:
• Maintain and update Access Assist Co documentation, including policies, forms, templates, and client handbooks.
• Enter, file, and manage NDIS documentation and correspondence.
• Compile and format reports, schedules of support, and funding requests for submission.
SharePoint Management and Document Control:
• Maintain and oversee the organisation’s SharePoint system to ensure it is structured, secure, and up to date.
• Upload and organise business documents, client records, policies, procedures, and templates in accordance with privacy and compliance requirements.
• Ensure that all relevant documentation, including service agreements, assessments, and correspondence, is accurately filed and accessible to appropriate staff.
• Conduct regular audits of SharePoint folders to ensure documents are current, appropriately named, and archived where necessary.
• Liaise with management to implement improvements to the file management system and ensure ongoing compliance with data storage and confidentiality standards.
Compliance & Confidentiality:
• Ensure all administrative tasks meet NDIS quality and safeguarding requirements.
• Adhere to data protection policies and ensure secure storage of all information.
• Maintain accurate audit trails and support preparation for audits or plan reviews.
Finance & Invoicing Support (as the role evolves):
• Assist with invoicing batches and verification for contractors and support staff.
• Track service delivery hours for invoicing accuracy.
• Liaise with the accounts team regarding billing queries, funding allocations, and payment tracking.
Website & Communications Maintenance:
• Maintain and update Access Assist Co’s WordPress website with service changes or new content.
• Upload service information and announcements as directed.
• Support development and distribution of internal and external communication materials.
General Office Support:
• Support the coordination of training events, staff onboarding sessions, and team meetings.
• Undertake other general administrative duties as required to support the team.
Remote / Work from Home
Activate JobCopilot
Your email job alert is now active!