Junior Team Member, Will/Wasiat/Estate

RHB Trustees Berhad; Malaysia; On-site; MYR 60,000 - 120,000; Full time

Job summary

RHB Trustees Berhad is seeking a diligent professional to support the Wills Operations team in delivering prudent, efficient, and client-focused services in Malaysia.

You will draft Wills and Wasiat documents, assist in amendments and finalisation, manage safekeeping of executed documents, and respond to enquiries from agents, testators and stakeholders with professionalism. The role offers exposure to audits, process improvements, and collaboration with regulators and financial institutions.

Qualifications

• Bachelor's degree in Law, Business Administration, Finance or related discipline.
• Fresh graduates are encouraged to apply.
• Experience in legal services, trust administration or estate planning is advantageous.
• Strong written and verbal English and Bahasa Malaysia communications.
• Proficiency with MS Office applications and documentation management.

Responsibilities

• Support the Wills Operations team with prudent, efficient client-centric services.
• Ensure timely execution of operational activities and client deliverables.
• Draft Wills and Wasiat documents using approved templates.
• Assist amendments, reviews and finalisation of Will documents.
• Manage safekeeping, maintenance and retrieval of executed Will documents.
• Respond to enquiries from agents, testators and stakeholders professionally.
• Participate in meetings and assist in management reporting and updates.
• Support process improvements, system enhancements and audits as needed.
• Collaborate with clients, regulators, solicitors and financial institutions.

Skills

Written and verbal communication

Attention to detail

Time management

Independent working

Interpersonal skills

Customer service

Education

Bachelor's Degree in Law/Business/Finance

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

What you will be doing

• Support the Wills Operations team in delivering prudent, efficient, and customer-focused business support services.
• Ensure timely and accurate execution of operational activities and client deliverables.
• Draft Wills and Wasiat documents in accordance with approved templates and established procedures.
• Assist in the amendment, review, and finalisation of Will and Wasiat documents.
• Manage the safekeeping, maintenance, and retrieval of executed Will documents.
• Attend to enquiries from agents, testators, and other stakeholders in a professional and timely manner.
• Participate in internal and external meetings, including preliminary discussions, client meetings, and operational engagements.
• Execute operational tasks requiring functional knowledge and attention to detail.
• Assist the Unit Head in preparing management reports and business updates.
• Maintain safe custody records of Wills under management and perform annual reconciliations to ensure accuracy and completeness.
• Support resource planning and operational coverage to ensure smooth execution of drafting and vetting functions.
• Assist in coaching and guiding new team members to facilitate operational readiness and knowledge sharing.
• Support internal and external audit exercises by preparing required documentation and responding to audit enquiries.
• Review and update policies, guidelines, work processes, forms, and operational documents to enhance controls and improve service delivery.
• Participate in process improvement initiatives, system enhancements, and automation projects, including the preparation of user requirements and User Acceptance Testing (UAT) documentation.
• Build and maintain positive working relationships with clients, business partners, regulators, solicitors, financial institutions, and other relevant stakeholders.
• Escalate and report operational irregularities, complaints, compliments, process improvements, and project updates to management on a timely basis.
• Provide operational support and coverage for peers within Trustee Operations when required.
• Undertake additional assignments and responsibilities as assigned by Management from time to time.

What we're looking for

• Bachelor's Degree in Law, Business Administration, Finance, or a related discipline.
• Fresh graduates are encouraged to apply.
• Prior experience in legal services, trust administration, estate planning, financial services, or related fields will be an added advantage.
• Basic understanding of Wills, Wasiat, estate administration, or succession planning, or a strong willingness to learn and develop expertise in these areas.
• Strong written and verbal communication skills in both English and Bahasa Malaysia.
• Proficiency in Microsoft Office applications, particularly Word, Excel, and PowerPoint.
• Strong attention to detail with the ability to handle documentation accurately and efficiently.
• Good organisational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while contributing effectively as part of a collaborative team.
• High level of integrity, professionalism, and discretion in handling confidential client information.
• Strong interpersonal, analytical, and problem-solving skills with a commitment to delivering excellent customer service.

What we offer

At RHB Banking Group, we are committed to fostering a collaborative and inclusive work environment that empowers our employees to reach their full potential. We offer competitive remuneration, comprehensive benefits, and ample opportunities for professional development and career growth.

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution.

Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.