ZigZag Offshoring

Bookkeeper

• Support three growing automotive and eCommerce businesses
• Ensure seamless order processing and supplier coordination
• Process accounts email inbox and clear into folders
• Upload invoices and process credits
• Maintain accuracy across inventory and accounting systems
• Process dropship orders and prioritize same-day dispatch
• Monitor fulfilment workflow and escalate delays
• Assist with ongoing content planning and marketing processes

Admin Bookkeeper

Financial Planning and Analysis

• Assist brokers with their aged debtors list by making contact with the clients to arrange payment of their policy in full or take up a Premium Funding option.
• Contact customers who have not submitted a funding quote after the pre-determined number of days/weeks since creation to ascertain if they require the Premium Funding option or not.
• Contact customers who have visited the Online Loan Acceptance (OLA) landing page but did not complete the process to ascertain if they require the premium funding option or not.
• Processing morning receipts and bank reconciliation.
• Processing the collection of instalments that fall due.
• Processing the outgoing settlements for approved loans.
• Processing the Refunds that have been approved by Collections.
• Liaise with Brokers regarding unallocated receipts.
• Sending settlement reports to Brokers as they are required.
• Reduce the overall arrears and bad debtors of the Company.
• Contacting clients and brokers regarding overdue payments, negotiating repayment plans, and ensuring compliance with company policies.
• Communicating professionally with clients and brokers to resolve payment issues while maintaining positive relationships.
• Identifying potential financial risks and escalating cases when necessary.
• Ensuring collections processes align with industry regulations and company standards.
• Maintaining accurate records of payment agreements, overdue accounts and collection activities.
• Liaising with the Company’s nominated third-party collection agency for any bad debtors submitted.
• Listing defaults notices against bad debtors on the nominated Credit Reporting Bureaus.
• Processing and approving submitted funding contracts.
• Processing and approving submitted endorsements.
• Referring submitted applications to Credit for review when required.
• Referring submitted applications to Support for additional documentation when required.
• Creating and submitting (when applicable) funding quotes and endorsements as they are requested.
• Provide reports to Brokers and other functions of the Company as they are required.
• Preparing Relevant Intermediary Agreements (RIA) for new broker creations.
• Creating Creditor codes for intermediaries.
• Make contact with brokers to validate Premium Trust and Commission account details while adhering to The Company’s internal process for Bank Account updates.
• Handling enquiries, resolving issues and providing guidance on premium funding products.
• Managing and requesting essential documentation and maintaining accurate records.
• Assisting with payment processing, following up on overdue accounts and ensuring compliance with company policies.
• Supporting credit assessments by requesting necessary documents and ensuring adherence to regulatory requirements.
• Collaborating with different functions to streamline workflows and improve efficiency.
• Maintaining The Company’s Service Level Agreement (SLA) for all email response times, answering incoming calls and returning missed calls.
• Maintain a high degree of ethics and the confidentiality of all client details and business-related information outside the workplace.
• Promote and lead by example to achieve a supportive and harmonious work environment and culture in alignment with the values of Attvest Finance.
• Develop and/or maintain functional relationships and facilitate effective communication with management, team members and any other person or group necessary to conduct the role successfully.
• Report in a timely manner and proactively address breaches in service delivery; progress timely corrective action and/or escalate issues where breaches occur.
• Act always as a brand ambassador by maintaining a professional positive image at all times – e.g. personal presentation, communication, work area, documentation and punctuality.
• Perform work in accordance with relevant legislation and quality standards; fostering and promoting commitment to quality and continuous improvement.
• Adhere to Attvest Finance’s policies and procedures and actively lead/participate in team meetings to discuss and monitor workflows, deadlines and deliverables.

Finance Operations Officer

Customer Support

• Manage high-volume inbound phone calls and emails, providing accurate and timely information regarding funding applications, payment schedules, and account statuses
• Build and maintain strong relationships with insurance brokers
• Investigate and resolve client discrepancies or concerns
• Process new funding contracts and update client records with high attention to detail
• Conduct polite and professional follow-ups regarding overdue payments
• Collaborate with the operations team to identify bottlenecks in the customer journey

Customer Support Representative – Finance

Collections

• Proactively manage a portfolio of overdue premium funding contracts
• Contact clients via phone and digital channels to discuss outstanding balances
• Negotiate realistic repayment plans and special arrangements
• Act as a bridge between insurance brokers and their clients
• Utilize proprietary broker access systems and funding platforms
• Identify clients experiencing genuine financial hardship and provide guidance

Collections Officer

Accounting Manager

• Oversee all accounting functions, including General Ledger, Accounts Payable Accounts Receivable, Payroll, and Fixed Assets
• Ensure accurate and timely month-end and year-end closing
• Review and approve journal entries, schedules, and account reconciliations
• Prepare and review monthly, quarterly, and annual financial statements
• Ensure accuracy of Balance Sheet, Income Statement, and Cash Flow
• Support budgeting, forecasting, and management reporting
• Ensure full compliance with BIR requirements (VAT, Withholding Taxes, Income Tax, Alphalist, etc.)
• Prepare and review tax filings and statutory reports
• Handle coordination with external auditors, tax consultants, and government agencies
• Manage audits and address audit findings
• Develop and implement accounting policies and procedures
• Strengthen internal controls and ensure proper documentation
• Identify process improvements to increase efficiency and accuracy
• Supervise, train, and evaluate accounting staff
• Review team output and ensure deadlines are met
• Provide guidance and technical support to the team
• Provide accounting and financial insights to management
• Coordinate with other departments for financial matters
• Support special projects and management requests

Head of Accounting

Data Entry

• Complete high-volume, repetitive operational tasks
• Process delete account requests and other low-complexity workflows
• Maintain accurate logs and internal notes for each deletion
• Ensure compliance with privacy and data security requirements
• Manage a steady queue of tasks and deliver consistent results

Admin Bookkeeper

Finance Operations Officer

Customer Support Representative – Finance

Collections Officer

Head of Accounting

Customer Service, Data Entry, Tech Account