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Contract & Client Refund Coordinator

Wesley Mission
Australia
Contract
1 week ago

Details

Wesley Retirement Living


Part-Time position – 22.5 hours/week

  • Time split between Carlingford and Sylvania
  • Attractive salary packaging benefits
  • Preparation of Client Contracts
  • CRM & Financial system entry
  • Maintaining and managing Client Refunds and relevant documentation

About us

Wesley Mission is a high profile, multi-faceted Christian organisation making a real difference in the community. We work with the most disadvantaged in our community by providing over 200 services ranging from aged care, Retirement Living, Homeless services, child and family care, counselling, employment, training and education, and health services.

Wesley Mission works with and for the most vulnerable in our communities to provide essential and fulfilling opportunities, and to help individuals grow


About the program

Wesley Retirement Living offers residential options for seniors over 55 to live independently in communities of like-minded residents. Our communities provide services to complement the needs of the residents, and provide secure settings in which to live the later years of life.

With villages at Sylvania (south of Sydney) and Carlingford (north west Sydney), Wesley Retirement Living offers 417 independent living units and services for singles and couples interested in living in a community of seniors.


About the role

Wesley Retirement Living is looking to employ a team member who will support our sales and village staff through administrative processes focussed on contract, information and financial services.

The role will support sales staff by preparing resident contracts and associated documentation, and establishing electronic records for new residents in a Client Record Management system (CRM) and Wesley Mission’s financial system, Peoplesoft.

The role will be responsible for the refund process when a resident departs a Wesley Mission village, ensuring necessary documentation is completed to allow for refunds to be made to residents or their estates within legislated timeframes. This will include calculation and preparation of refund amounts and associated documentation.

The role will also manage and follow up debtors within the villages.

The ability to operate electronic CRM and financial systems is essential, as is the ability to communicate effectively and with sympathy and compassion when needed.

The role can be based at either of our Retirement Village sin Sylvania or Calringford, however there is an expectation that at least one day each fortnight will be spent in each village.

The position works three days each week, with flexibility of days between Tuesday – Friday.


The successful applicant will:

  • The ability to work across and from multiple sites, prioritising workload to meet demand and deadlines
  • Demonstrated experience with interpreting legislative guidelines and regulations
  • Willingness to affirm Wesley Mission’s vision, mission and values and enthusiastically advocate our Word and deed ministry
  • Ability to build effective relationships with direct and indirect team members
  • Empathy and understanding to deal with potentially difficult situations when a resident leaves the village
  • An ability to adapt to changing demands and priorities with quick response times

Essential criteria

  • Experience working within financial systems and undertaking financial calculations
  • Sound numeracy skills
  • Ability to operate electronic financial and Client Record Management systems
  • An understanding of retirement villages and the importance of their part in the lives of residents and their families
  • Ability to work to direction, and to work to instructions when required.
  • Ability to follow detailed organisational and legislative guidelines and processes
  • Ability to interpret contracts
  • Effective communication skills to liaise with residents, families, estates and debtors

Desirable criteria
  • An understanding of NSW Retirement Village Legislation, specifically around fees, charges and refunds
  • Finance or accounts related qualifications
  • Current NSW Class C Drivers Licence
Award: Wesley Mission Residential Aged Care & Villages NSWNMA & HSU NSW Enterprise Agreement
Classification: Clerical & Admin Employee, Grade 5
Pay Rate: $ 34.22 / hour
Plus superannuation and leave entitlements
Salary Packaging may be available

Closing date

24 June 2025


Apply now

Please submit a copy of your CV/resume and a cover letter addressing ALL the selection criteria. Applications not addressing the selection criteria may be over looked.

Please submit your application to:

Rick Lyddiard
Head of Social Enterprise
Wesley Mission

Email: [email protected]


Wesley Mission is a Christian organisation requiring all staff to affirm its values. We are committed to providing an environment in which our clients feel safe and valued.

The suitable applicant will be subject to the relevant pre-employment checks for appointment to positions within Wesley Mission (including provision of a valid Working with Children Check clearance number, and a Criminal History Record Check). Aboriginal and Torres Strait Islander people are encouraged to apply.
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