Client Onboarding & Funding Officer - Fresher (WFH)
About the job:
Key responsibilities:1. Receive onboarding handovers, register each case, and maintain its checklist, status, deadlines and evidence.
2. Verify that client, service and funding information is complete, current, organised and traceable to a reliable source.
3. Cross-check names, dates, amounts, service periods, rates, support assumptions and payment information.
4. Identify missing evidence, contradictions and figures that do not reconcile. Record questions clearly and escalate uncertainty rather than guessing.
5. Maintain file naming, version control, change history and document status, and follow actions to closure.
6. Enter and maintain accurate information in structured spreadsheets and control workbooks.
7. Translate approved service plans into weekly, monthly and plan-period costs using the rates and assumptions provided.
8. Reconcile funding, planned expenditure, service dates and payment streams, identifying shortfalls, duplication, over-utilisation or misalignment.
9. Summarise confirmed facts, assumptions, outstanding information, risks and decisions required.
10. Protect formulas and controls; never force figures to balance or alter support assumptions simply to make funding fit.
11. Assemble complete, logically ordered and review-ready onboarding packs.
12. Update controlled records following review and ensure corrections are made at the source with a traceable audit trail.
13. Prepare accurate information and evidence for agreements, administration, service commencement, accounting review and early invoice checks.
14. Handle personal, health, financial and commercial information securely and only for authorised purposes.
15. Follow approved procedures and checklists, report mistakes promptly and apply feedback.
16. Identify recurring rework, unclear handovers or inefficient controls and suggest practical improvements.
Who can apply:
Only those candidates can apply who:
Salary:
₹ 2,20,000 - 3,50,000 /yearExperience:
No experience requiredDeadline:
2026-09-11 23:59:59Other perks:
5 days a weekSkills required:
MS-Office, Client Relationship Management (CRM), Google Workspace, Accounting Software and XeroOther Requirements:
- Degree: Completed bachelor’s degree in Accounting, Information Technology or a directly related discipline.
- English fluency: Excellent written and verbal English is mandatory. Applicants must communicate confidently, understand instructions, write concise questions and summaries, and participate effectively in online meetings.
- Microsoft Office: Strong practical skills in Excel, Word, Outlook and PowerPoint. Confidence with formulas, calculations, filters, structured data and reconciliation is required.
- Google Workspace: Working knowledge of Gmail, Drive, Docs, Sheets and Meet.
- Remote connectivity: Understanding of remote desktop connectivity, secure remote access and routine connection troubleshooting.
- Cloud concepts: Basic understanding of Amazon Web Services and cloud-computing concepts. AWS certification or administration experience is not required.
- Digital literacy: Confidence managing files, PDFs, shared documents, email, meetings and routine computer issues.
- Attention to detail: Notices small differences in names, dates, figures, rates and wording, and checks work before submission.
- Numeracy and analytical reasoning: Comfortable with percentages, hourly rates, periodic costs, budget utilisation, variances and basic reconciliation.
- Structured thinking: Can distinguish facts from assumptions, trace information to its source and turn scattered information into an orderly file, checklist and clear summary.
About Company:
Holistic Care NSW is a care and support agency helping elderly and disabled people with their daily lives. We provide meaningful remote roles, structured training, and career growth.