Joshua Toledo
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.
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.