International Asset Services Case Manager (Probate)

International Asset Services Case Manager

London EC1

Salary negotiable - relevant experience more important

Our client was established over 25 years ago as a leading support to the legal sector worldwide (they are not a law firm) but provide a comprehensive range of services to support solicitors,

local authorities, executors, banks and trustees.

The company's 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.

Duties for International Asset Services Case Manager

• 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 the 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.

Knowledge & Experience Required for International Asset Services Case Manager

• MUST HAVE 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.
• Experience in transfers of US shares to UK estate executors or beneficiaries, closing US bank accounts, liaising with foreign institutions to repatriate estate assets and undertaking basic estate tax clearance with the IRS.
• Experience with Medallion Guarantee stamps.