Case Manager (International Asset Services) in London

About Finders International

Finders International is a firm of professional probate genealogists. Our comprehensive portfolio of services includes tracing missing and unknown beneficiaries to unclaimed estates, property and assets worldwide. We support legal practitioners, local authorities, estate representatives and banks. We are committed to providing a no-nonsense, fast, friendly service, ensuring that the highest professional standards are maintained.

Finders’ range of specialist estate services includes our International Asset Services for professional clients and estate representatives, helping sell shares listed overseas, close overseas bank accounts and investment accounts, and obtain foreign probate documents or reseal UK probate documents. This is a varied, complex and interesting area of our work.

The successful candidate will join a small, highly supportive and productive team, handling cross-border international cases for legal professionals and estate representatives. The role involves managing overseas share sales, closing bank and investment accounts, and other probate-related matters. You will work directly with lawyers in the UK and abroad, dealing with a wide range of financial and legal issues. This is varied, interesting and suited to someone with at least two years’ experience in this or a related field. You will be part of a friendly, collaborative team, with access to flexible working options, ongoing professional development, opportunities for progression, and a competitive salary package.

Where: Old Street, London (N1)

Job type: Full time, hybrid working model subject to completion of probationary period and subject to ongoing review

Reports to: the International Asset Services Manager

The role and key accountabilities:

• Independently manage an active caseload across all IAS services and jurisdictions.
• Work to a high professional standard, progressing matters efficiently and within expected turnaround times.
• Communicate effectively with legal and financial professionals globally, building trusted relationships with brokers and overseas lawyers.
• Support the work of the International Asset Services Manager where needed and provide cover for urgent tasks during periods of absence.
• Meet targets set by senior management.
• Assist with new enquiries, and help prepare or review quotations.
• Maintain accurate financial information for all cases within Finders’ case management system, and provide month-end reporting when required.
• Undertake training and development activities and assist with training support staff as directed.
• Carry out additional duties appropriate to the role, as required by senior management.
• Adhere to the company’s conduct code, rules, and regulations at all times.
• Attend internal meetings, company events and corporate functions where required.

Skills, Knowledge & Experience

Essential:

• At least 2 years’ experience in international asset repatriation, or equivalent experience in handling foreign share transactions or cross-border legal and financial asset services.
• Strong self-management skills, with the ability to organise and prioritise your own workload.
• Reliable, adaptable, and able to manage a high volume of work.
• Excellent attention to detail.
• Flexible approach to time and case management.
• Methodical research and problem-solving skills.
• Ability to delegate.
• Resilient under pressure, with the ability to work effectively in a busy team environment.
• Excellent interpersonal and professional communication skills, including confident engagement with legal and banking professionals, and members of the public.

Non-essential skills and strengths:

• Administration skills
• Experience in the fields of law or securities