Sydney CBD | Hybrid Working
The Opportunity
We are seeking a proactive and detail-oriented Trustee Officer to join our Trustee Services team based in Sydney CBD.
This is an excellent opportunity for someone looking to build a career in financial services, trustee services, custody, superannuation, registry, or related administration environments. Whether you are early in your career or bring some relevant industry experience, we are looking for someone with the right attitude—someone who takes initiative, enjoys learning, works independently, and contributes positively to a collaborative team environment.
Reporting to the Manager, Trustee Services, you will play an important role in the day-to-day administration of a diverse portfolio of trust, custody, and escrow arrangements, helping ensure client obligations are delivered accurately and on time.
What You'll Be Doing
Your responsibilities will include:
- Coordinating trustee administration activities across a portfolio of trust, custody, and escrow arrangements
- Managing the Trustee inbox, calendars, workflow logs, and client enquiries
- Preparing and distributing trust trial balances and assisting with client accounting queries
- Coordinating trust asset transfers and maintaining appropriate approvals and documentation
- Processing trustee, custody, escrow, and margin-related payments
- Assisting with proxy voting administration and trade execution processes
- Supporting FATCA and CRS compliance requirements
- Assisting with the establishment and onboarding of new trust, custody, and escrow clients
- Coordinating bank account establishment, ABN and TFN registrations, and client documentation
- Maintaining trustee databases and client records
- Assisting with audits and regulatory reporting requirements
- Providing operational and administrative support across the Trustee Services team
About You
We're interested in individuals who are:
- Proactive and willing to take ownership of their work
- Eager to learn and develop new skills
- Highly organised with excellent attention to detail
- Comfortable managing multiple priorities and meeting deadlines
- Able to work independently while also contributing to a team environment
- Confident communicating with both internal and external stakeholders
Ideally, you'll also bring:
- Experience in administration, financial services, trustee services, superannuation, custody, registry, accounting, or a related environment
- An accounting, finance, business, or related background (desirable)
- Strong verbal and written communication skills
- Good analytical and problem-solving abilities
- Intermediate Microsoft Excel and Word skills
Why Join Us?
At MUFG Pension & Market Services, we are committed to creating an inclusive, supportive, and flexible workplace where our people can thrive.
You'll have access to:
- Hybrid working arrangements
- Ongoing learning and development opportunities
- Career progression pathways within a global organisation
- Paid parental leave
- Salary sacrifice superannuation options
- Employee health insurance discounts
- Volunteer and wellbeing leave
- A collaborative and supportive team culture
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.
Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
