TEAM MEMBER READY FOR PLACEMENT

Anna is a Bachelor of Science in Business Administration Major in Financial Management graduate with professional experience across administrative support, customer service, and team supervision roles.  Outside of work, Anna enjoys reading books, listening to music, watching Netflix, and engaging in creative interests such as poetry, prose writing, and photography. She also enjoys badminton and previously served as a photo journalist during college, reflecting both her creative and detail-oriented side.

Onboarding Training and Assessment

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.

Affordable Staff Tools Training

Tools Training is a crucial part of our training program, ensuring our team members gain proficiency in essential software used in daily operations. Our team members are introduced to LastPass for password management, Outlook for email and calendar organisation, TechSmith for capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.

For those completing our Accounting Foundations course, we place a significant emphasis on Xero and MYOB. Accounting VAs spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient.

Additional Skills and Notable Experience

Anna has built experience across administrative support, customer service, team supervision, and field data collection roles through her work in the manufacturing, call center, and public sector environments. Her background has allowed her to develop strong organisational skills, client communication abilities, and experience working within structured processes and fast-paced work settings.

• Handling administrative and office support tasks in a corporate environment
• Supervising and coordinating team operations within a call center setting
• Providing customer service support across voice-based accounts
• Assisting with documentation, reporting, and data handling tasks
• Conducting field data gathering and information collection as an Enumerator
• Supporting client communication and customer concern resolution
• Demonstrating strong written and verbal communication skills
• Applying methodical and systematic work approaches to daily responsibilities
• Showing creativity through poetry, prose writing, and photography-related interests

Anna has been part of Affordable Staff since March 2024 in the Accounting space. Her tasks include:

• Payroll and Timesheet Administration
  • Reviewing fortnightly payroll runs to ensure leaves, overtime, and kilometre reimbursements are accurately included before finalisation
  • Updating payroll notification spreadsheets and recording overtime and reimbursement details from Asana into payroll notes
  • Tidying and correcting employee timesheets by checking lunch breaks, clock-in entries, and roster schedules in Roubler
  • Creating public holiday timesheets, generating leave balance and superannuation reports, and lodging finalised STP payroll files
• Employee Records and HR Support
  • Auditing staff records by checking letters of appointment, roster details, and default working hours for accuracy
  • Processing new staff onboarding tasks that include creating employee folders, preparing LOAs, sending Roubler invitations, and updating onboarding checklists
  • Managing change of status requests and maintaining employee documentation in Google Drive and internal systems
  • Generating occupancy and active employee reports by comparing roster and workforce data across systems
• Financial Reporting and Reconciliation
  • Performing supplier reconciliations and assisting with accounts payable import tasks
  • Updating payment schedules and preparing payroll tax lodgement reports for compliance requirements
  • Encoding credit notes into GreenTree and maintaining accurate financial records
  • Generating ABA files, pay run audit reports, and end-of-month leave accrual reports for payroll and finance tracking
• Data Validation and Operational Support
  • Checking Saleslink data by comparing records from BizPortal, Asana, banking bags, and NAB transaction histories to identify discrepancies
  • Creating banking tasks for stores when cash figures or banking records require correction or follow-up
  • Updating wages on-charge spreadsheets by tracking employees who worked across different locations and checking kilometre claims
  • Monitoring payroll and operational data to ensure reports, reconciliations, and workforce records remain accurate and up to date

Learning Ability and Work Proficiency

Anna is a steady and consistent worker who shows continuous progress in her work and actively takes opportunities to learn and improve. She adapts quickly to existing systems and workflows, performs well with both recorded instruction videos and hands-on practice, and demonstrates strong analytical and rational thinking when completing tasks. Anna communicates clearly and professionally, with strong verbal and written communication skills supported by her active listening and empathetic nature. While she may initially require support when learning unfamiliar systems or processes, she steadily gains confidence and is capable of working independently once familiar with the workflow. She is also well-organised and methodical in managing her responsibilities.

Interpersonal Skills and Personal Characteristics

Anna presents herself as calm, gentle, and considerate, allowing her to work harmoniously with colleagues and clients alike. She is sincere, courteous, punctual, and reliable, with a steady and patient approach to work. Her friendly and helpful nature makes her easy to collaborate with, while her outspoken yet respectful communication style allows her to participate actively in discussions and raise thoughtful questions when needed. Anna carries herself professionally and shows genuine willingness to contribute and improve in her role.

Suitability

Anna is greatly suitable for any general accounts or general administrative position, as well as roles involving client communication support, data entry and documentation, research and information handling, CRM/system support, and voice-based responsibilities.

Why Anna is Suitable for the Role

Anna’s educational background in Financial Management, combined with her hands-on experience in administrative support, customer service, and team supervision, makes her well-suited for the Australian Accounting space. She demonstrates strong communication skills, organisation, adaptability, and a methodical approach to work, which are essential qualities for administrative and accounting support roles. Her ability to learn steadily, work collaboratively, and maintain professionalism in fast-paced environments allows her to effectively support clients while continuing to grow within the role.