TEAM MEMBER READY FOR PLACEMENT

Carlo holds a Bachelor of Science in Accounting Technology and brings with him a solid background in finance and administrative work. Carlo is a learner at heart—he enjoys reading books, expressing creativity through poetry, and keeps himself active by playing basketball. His calm and composed demeanor is balanced with a sharp intellect and a genuine enthusiasm for contributing meaningfully to his team.

Onboarding Training and Assessment

At Affordable Staff, we aim for each team member to possess a robust understanding of administrative tasks but also have a deep appreciation and comprehension of Australian business practices and cultural nuances, ensuring they are exceptionally well-prepared to support their clients effectively. While this training starts with real estate, the skills acquired provide a comprehensive overview of general admin competencies, ensuring that trainees are versatile and capable of supporting a wide range of administrative tasks.

Affordable Staff understands that residential tenancy agreements vary by state, our basic training covers general principles across different locations in Australia, and we emphasise the importance of client-specific training to address unique requirements.

Carlo is equipped with specialised knowledge and skills tailored to the Australian real estate industry. His training began with an introduction to the fundamentals of real estate in Australia, including viewing videos and reading articles to understand the market’s nuances. Practical exercises like processing property management tasks like invoices, lease agreements, and routine inspections are central to the curriculum.

These exercises familiarise Carlo with common real estate procedures and hone their data entry and organisational skills, which are crucial for maintaining accurate records and managing properties efficiently.

Affordable Staff Tools Training

At Affordable Staff, we ensure that every team member possesses a robust understanding of administrative tasks while also having a deep appreciation and comprehension of Australian business practices and cultural nuances. This dual focus ensures they are exceptionally well-prepared to support their clients effectively. All our VAs begin with general admin training that focuses on real estate, providing them with valuable context for working with Australians and a comprehensive overview of general admin competencies. This foundational training ensures that trainees are versatile and capable of supporting a wide range of administrative tasks.

Our training program for Accounts Virtual Assistants (VAs) encompasses a comprehensive suite of topics essential for proficient financial administration. The curriculum begins with foundational bookkeeping tests and a basic accounting refresher, followed by specialised modules on an introduction to Australian accounting and taxation. Trainees delve into business activities and entity reporting within Australia, learn the basics of accounting ledgers, and get acquainted with various accounting software, including Xero and MYOB. The program includes detailed steps for setting up and using these tools, covering everything from bank feeds to payroll compliance and invoice creation. VAs gain hands-on experience by processing various tasks in Xero, ensuring practical application of their learning.

Additionally, the training addresses taxation topics, including types of taxes, regulations, and laws specific to individuals and businesses in Australia. The final segment includes a thorough assessment and certifications in Xero and MYOB, ensuring that trainees are well-prepared for real-world accounting tasks.

This comprehensive approach ensures our VAs are highly skilled in both general administrative support and specialised accounting functions, making them invaluable assets to their clients.

Additional Skills and Notable Experience

Carlo brings with him over four years of experience in financial and administrative roles across different sectors, showcasing his competence and reliability in managing business operations. He worked as a Finance Officer for 3 years and 2 months at a kinder school, where he handled budgeting, financial reports, and transaction management, and as an Accounts Receivable Staff for 1 year and 1 month at a wholesale and retail trade company, managing customer accounts and collections. Carlo is skilled in financial documentation, invoice processing, and report preparation, with a strong background in accounts receivable and record-keeping. He is detail-oriented, has a natural aptitude for numbers, and also has a creative side with a passion for writing poetry.

Carlo has been an invaluable member of the Affordable Staff team since July 2023, where he serves as a dedicated accounting administrative assistant. His tasks include:

• Financial Management
  • Receipting payments and reconciling trust account entries
  • Processing mid-month and end-of-month disbursements to owners and suppliers
  • Handling one-off payments to owners and contractors
  • Processing tenant refunds for overpayments
  • Charging fees for goods or services delivered
• Rent and Arrears Management
  • Sending 14-day rent arrears notices to tenants
  • Managing rental guarantees by paying owners when tenants haven’t paid
• Property and Tenant Records Management
  • Lodging bonds and processing payments to the bond centre
  • Entering new property and owner details into the database
• Client Communication and Coordination
  • Performing tasks based on property manager’s instructions
  • Coordinating with suppliers, tenants, and landlords for payment-related matters

Learning Ability and Work Proficiency

He demonstrates excellent analytical ability and a strong comprehension capacity, which allows him to adapt quickly to new systems and workflows. He is a self-starter who requires minimal supervision and consistently delivers high-quality results. Carlo is well-organised and diligent in his approach to work, ensuring that tasks are completed efficiently and accurately. His outstanding verbal and written communication skills enhance his ability to collaborate with clients and team members effectively.

Interpersonal Skills and Personal Characteristics

He brings a calm and composed presence to the team. He is mature, courteous, and easy to work with, displaying a high level of professionalism and competence. His enthusiasm and initiative are evident in how he takes responsibility and shows readiness to contribute meaningfully. Carlo’s eloquence and attentiveness make him approachable and supportive, while his energetic and modest nature ensures he remains grounded and cooperative within any team environment.

Suitability

He is greatly suitable for any general accounts or general administrative position.

Why Carlo is Suitable for the Role

His blend of practical accounting experience, excellent communication skills, and eagerness to learn make him an ideal candidate for roles in the Australian Accounting space. His prior exposure to finance and bookkeeping functions, paired with his ability to work autonomously and remain organised under minimal supervision, ensures he can hit the ground running. His thoughtful and composed demeanor further adds to his reliability and effectiveness as a virtual assistant. He is well-equipped to support accounting teams with professionalism and precision.