Senior Trustee Officer at Careers @ MUFG Pension & Market Services

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

06 Jun, 26

Salary

0.0

Posted On

08 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trustee Services, Custody, Escrow Arrangements, Client Relationship Management, Operational Processes, Service Delivery, Trust Administration, Corporate Actions, Stakeholder Management, AML/KYC, FATCA/CRS Compliance, Reconciliations, Cash Management, Audit Coordination, Microsoft Excel, Microsoft Word

Industry

Financial Services

Description

Sydney CBD | Hybrid working We are seeking an experienced Senior Trustee Officer to join our team on a 12-month maternity leave contract based in Sydney CBD. This role sits within a specialist trustee services team and is responsible for ensuring the efficient administration of trust, custody and escrow arrangements for corporate and institutional clients. The successful candidate will play a key role in managing operational processes, supporting client relationships and ensuring service delivery in line with agreed service levels. This is an excellent opportunity for someone with experience in trustee services, custody, employee share plans, or share registry operations who enjoys working in a collaborative and detail-focused environment. About the Role As a Senior Trustee Officer, you will oversee the day-to-day administration of a portfolio of trust and custody arrangements while supporting operational efficiency across the Trustee Office. You will work closely with internal stakeholders and external clients to ensure all trustee obligations are delivered accurately and within required timeframes. Key Responsibilities Client & Relationship Management * Develop and maintain strong relationships with trustee office clients and key internal stakeholders * Manage client queries and ensure timely resolution in line with service level agreements * Oversee the onboarding and administrative setup of new trustee clients Operational & Trustee Administration * Oversee trustee administrative activities including: * Trial balances and bank reconciliations * Trustee payments and cash management * Year-end reconciliations * Dividend management and proxy voting lodgements * Share sale centre trades and payments * Margin income reporting and payments * Placement of trades with brokers * Trustee database administration * Manage the Trustee Office inbox, calendar and operational logs * Assist with annual trust audits, including coordinating documentation and approvals * Support billing processes and follow up on outstanding client invoices Project & Process Management * Support operational projects and process improvements within the Trustee Office * Assist the Trustee Manager with complex queries and operational oversight Governance & Compliance * Ensure AML/KYC requirements are completed for all trust, nominee and escrow clients * Support FATCA/CRS compliance and reporting obligations * Assist with compliance and risk reporting for internal governance frameworks About You We are looking for a highly organised and detail-oriented professional who thrives in a structured financial services environment. You will bring: * 2–3+ years’ experience within trustee services, custody, employee share plans, or share registry operations * Strong understanding of trust administration, corporate actions, or financial services operations * Excellent communication and stakeholder management skills * Strong organisation, analytical and problem-solving skills * High attention to detail with the ability to meet deadlines and manage competing priorities * Advanced skills in Microsoft Excel and Word * Ability to work both independently and collaboratively within a team Relevant professional qualifications in finance, business or accounting will be highly regarded. Why Join? * Opportunity to work within a specialist trustee services team * Exposure to trust, custody and escrow structures * Collaborative and professional working environment If you are looking to further develop your experience in trustee and financial services operations, we encourage you to apply. 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 Senior Trustee Officer will oversee the day-to-day administration of a portfolio of trust and custody arrangements while supporting operational efficiency across the Trustee Office. This includes managing client queries, overseeing key administrative activities like reconciliations and payments, and ensuring all trustee obligations are met accurately and on time.