About us

At Azets we’re passionate about being different. Providing client delight is what motivates us all on a daily basis. We have some brilliant, ambitious and driven entrepreneurial clients, who need our advice on a range of matters. Our whole ethos is about building lasting relationships by getting to know our clients, understanding their aspirations and talking with them often so we can help them fulfil their business ambitions, whatever they may be.

We work out of the Azets office in Poole, within walking distance of Poole Harbour and a short distance from the award-winning Sandbanks beach. To give you a further idea of what makes us all tick at Azets, we want our employees to have a growth mind-set and we place a lot of importance of working together as one team. We don’t work in silos – we help each other as needed.

The role

Working closely with the Administration Manager, you will be an integral member of our team. As a support team member, your role is to support the fee-earning team to excel in their roles; to partner with them to provide client delight; to find efficiencies which saves them time and to complete the administrative aspects of their work and the general office duties to ensure it is as easy as possible for them to deliver accounting, tax and business advisory services to our clients.

This role is varied and busy - no two days will be the same! You will really want to get to know our business and understand what our fee-earning team do. We don’t expect you to be able to do what they do, but we expect you to be inquisitive about what they do and why they do it, so you can provide the best administrative support to them.

By the nature of it being a support role – your responsibilities may change over time as the needs of the business change. One minute you may be helping to engage a new client, you could be updating client records on our systems, you could be answering emails which come in to our admin in-box, or you might be helping with billing. Alternatively you could be meeting and greeting guests into the office, answering calls or completing some tasks which keep the office organised.

Key accountabilities

Client matters:

• Following up client requests to ensure they have been passed to the right member of the team or have been dealt with efficiently.
• Managing our admin in-box, answering and actioning the emails.
• Creating client engagement letters and disengaging clients as appropriate.
• Inputting data/ scanning files and documents into our client/ document management system.
• Photocopying and binding documents.
• Delivering and picking up client records as and when required.
• Liaising with clients, e.g. requesting information or supporting them to be added onto our client portal.
• Taking payments over the phone from clients and taking cheques to the bank.
• Helping with billing, including raising invoices, raising credit notes, sending statements and supporting the Administration Manager with month end billing.
• Supporting with event preparation, attending to help if needed.

General Office Responsibilities:

• Answering incoming calls to the business and fielding them to the right team member.
• Greeting clients when they come into the office and settling them into the meeting rooms.
• Ensuring the office remains clean and tidy, including our filing and server rooms, our stationary cupboards and our kitchen facilities.
• Locating files and records and helping ensure the off site storage facility is kept in a good working order.
• Booking in records and logging any files being taken out of the office.
• Helping with the day to day office management, including health and safety requirements.
• Liaising with our external maintenance partners and suppliers.
• Scanning incoming and outgoing post to our paperless filing system.
• Monitoring and ordering office stationery and supplies.
• Assisting with the team parking rota.
• Helping support events for the team, such as team lunches.
• Booking travel and accommodation for the team as required.
• Helping the wider team with day to day IT.

 

Skills & experience

To thrive in the role, you you will be commercially minded, be highly organised, love being busy, have excellent attention to detail and be passionate about delivering exceptional service to internal clients (in this case, our fee-earning colleagues or other team members) and external clients. You will also be agile and able to remain calm under pressure.

In terms of qualifications, experience and knowledge, you will:

• Have previous experience in a busy, administrative role, supporting a team.
• Have client service experience.
• Be proficient in word and excel, having a good working knowledge of both.
• Have GCSE in English and Maths at Grade C or equivalent and preferably A Levels at Grade C or equivalent.
• Have excellent written skills, including experience of communicating via formal letters and emails, with accurate spelling and grammatically correct English.
• Have a driving license - to be able to assist with delivering and picking up client records on occasion, helping at events, or conducting ad hoc errands, it is essential you have a full driving licence and your own car.
• An interest in IT would be an advantage but not essential.

 

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