To provide Wills Preparation, Trust, and Estate Planning Needs.
Administration & Operations
Generate sales for the company
Provide new ideas/ways to generate sales
Conduct free talks and seminar to educate the public on estate planning and motivate participant/ people to make their wills
Garner sales through cold calls, email blast and on social media platform
Fix appointments and attend meetings with clients to collate information for wills preparation
Draft clients’ wills based on client instruction
Finalised the wills writing. Upon completion of review by supervisor, arrange for clients meet up for wills acceptance and signature
Perform house visit for client who are physically immobile
Collect fees from clients and issue receipts
Maintain and update statistical information on wills prepared for weekly management reports on work performed
Assist clients in the application of Grant of Probate and Letters of Administration
Perform research and development to improve on product offering
Client Engagement
To maintain positive customer service with internal and external customers
Ancillary Support
Assist in all marketing and business development efforts to increase market share
Provide inputs, updates and ideas for Barakah Capital Planners Website, Facebook page, print brochures and print advertisement in local newspaper: Berita Harian / Berita Minggu
Provide inputs for Barakah Capital Planners’s digital marketing
Records Management
Maintain softcopies of wills prepared and related documents in Sharepoint
General Duties
Perform translation work from Malay/English to Arabic as and when required by management
Qualifications and Requirements
A recognized university degree in Shariah Law or related experience. – Knowledgeable in Microsoft Office applications
Meticulous with attention to details
Possess interpersonal and communication skills
Has positive work attitude, initiative and can work independently
Able to work under pressure and meet deadlines
Comfortable with public speaking
Creative and can think out-of-the-box
Proactive and diligent
Effectively bi-lingual in English and Malay for our Malay speaking clients
Ideally someone who is able to speak and write in Arabic. (To explain Quranic verses and the Faraid Law to customer and clients)
