Manager, Trustee Services at Careers @ MUFG Pension & Market Services

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trustee Services, Custody, Trust Administration, Client Relationship Management, Team Leadership, Operational Support, Governance, Compliance, Risk Management, Client Reporting, Process Improvement, Stakeholder Management, Onboarding, Training, Microsoft Word, Microsoft Excel

Industry

Financial Services

Description

Sydney CBD | Hybrid Working MUFG Pension & Market Services is seeking a Manager – Trustee Services to support the day-to-day delivery of Trustee Office services and manage a portfolio of trust clients. This role is suited to a financial services professional with trustee, custody, or trust administration experience who is looking to step into, or continue developing, a hands-on management role. You will oversee the administration and servicing of trust structures, maintain strong client relationships, and lead a small team responsible for delivering high-quality operational support. Working closely with the Head of Trustee Services, you will play an important role in ensuring the effective delivery of trustee and custodial services while maintaining strong governance and compliance standards. Key Responsibilities Client & Operational Delivery * Manage the day-to-day servicing of a portfolio of Trustee Services clients. * Ensure accurate and timely administration of trusts, escrow arrangements, and related structures. * Prepare and deliver client reporting and respond to client enquiries relating to trust administration. * Build and maintain strong relationships with clients and external service providers. * Work closely with internal teams to ensure smooth delivery of trustee and custodial services. * Identify opportunities to improve processes and operational efficiency. Client Relationship Support * Maintain strong working relationships with Trustee Office clients and stakeholders. * Ensure client requests and queries are managed promptly and professionally. * Support the delivery of practical trustee and custodial solutions aligned with client requirements. Team Leadership * Provide day-to-day guidance and support to a small team of administrative professionals. * Assist with onboarding, training, and development of team members. * Help ensure workloads are managed effectively and service standards are maintained. Governance & Risk * Ensure Trustee Office activities comply with Trust Deeds and relevant regulatory requirements. * Follow established policies, procedures, and operational standards. * Identify operational risks and support the implementation of appropriate controls. Skills & Experience We are looking for candidates with: * 5+ years’ experience in financial services, ideally within trustee services, custody, trust administration, or related operations. * Exposure to trust structures, employee share plans, escrow arrangements, or nominee services. * Experience managing client relationships or servicing institutional clients. * Excellent attention to detail and ability to manage multiple priorities. * A practical understanding of risk, governance, and compliance obligations within financial services. * Excellent written and verbal communication skills. * Advanced proficiency in Microsoft Word and Excel. * Previous experience supporting or supervising a small team will be highly regarded. Why Join MUFG Pension & Market Services? At MUFG Pension & Market Services, we foster a collaborative and inclusive environment where people are supported to grow and develop their careers. Benefits include: * Hybrid working model * Paid parental leave * Salary sacrificing via superannuation * Employee discounts including health insurance * Volunteer and wellbeing leave * Learning and development opportunities 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.

Responsibilities

The Manager, Trustee Services will manage the day-to-day servicing of a portfolio of Trustee Services clients, ensuring accurate administration of trusts and escrow arrangements while leading a small team to deliver high-quality operational support. This role involves building strong client relationships and working closely with internal teams to ensure effective delivery of trustee and custodial services while maintaining governance and compliance standards.