Joshua performed Bookkeeping, ITR, PTR, TTR, CTR (little) and management reporting. He uses Xero, MYOB, Quickbooks and is proficient with Microsoft products such as Excel, Word, Outlook, etc.
I am a Paraplanner with experience working with clients around the globe, including Australia. My Diploma in Financial Planning was achieved through an Australian college and I am experienced in preparing Statements of Advice (SoA) using XPLAN and working with ROA’s. I am proficient using QuickBooks, MYOB and Peachtree, have worked with preparing tax returns – covering withholding taxes, VAT and income taxes. I have also coordinated with external auditors and performed general administration duties.
My goal is to become part of an organisation where I can offer my skills in administrative tasks including research and writing, bookkeeping, sales and working with client. I have clear and professional communication skills in English – both written and verbal. I have great rapport skills which help me to build long-term relationships with customers, colleagues and employers.
I have a Bachelor of Science in Business Administration major in Marketing. And my life has been amazing! I have worked with international non-government and humanitarian organisation over the globe. I have developed skills in office management, procurement, logistics, HR, finance, IT and security. You’ll discover I am ethical, passionate, and love working with people – helping them to be the best they can be.
If you’re looking for a Virtual Assistant who has strong Customer and Technical Support skills – then I can help. I have a degree in Mass Communication, and have experience with inbound calls for handling client issues in relation to use of products, technical challenges, and billing concerns. I understand the importance of building rapport with clients, team members and suppliers – and believe I would be a great asset to your organisation.