Trustee Officer
MUFG Pension & Market Services · Australia
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
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.
The Trustee Officer is responsible for the day to day administrative operation of the Trustee Services team. In co-ordination with the Head of Trustee Services, the Trustee Officer will ensure that the administrative needs of all trusts, custodies and escrow arrangements have been met within time frames set and according to the service level agreed.