Share Plan Officer

2 weeks ago


Parramatta, Australia Link Group Full time

**About Us**:MUFG Pension & Market Services is seeking a dedicated and enthusiastic professional to manage the administration of Employee Share Plans for a diverse portfolio of clients. In this role, you will support our Equity Plan Solutions (EPS) Client Relationship Managers and contribute to our team's success.

**Location**:Parramatta, NSW

**Key Responsibilities**:

- **Client & Employee Satisfaction**:Understand and meet client/employee expectations in managing share plans.
- **Vision Alignment**:Represent and uphold the vision and objectives of Equity Plan Solutions.
- **Risk Management**:Work with EPS leadership to identify risks and implement controls.
- **Expert Knowledge**:Maintain an in-depth understanding of clients' Employee Share Plans.
- **Team Development**:Foster expertise within the team on:

- Transactional processes and procedures.
- Client-plan level variations and associated risks.
- Delivery within client service level agreements.
- Quality control measures for share plan administration.
- Record-keeping for administration and processing.
- **Account Reconciliation**:Ensure accurate and timely account reconciliation.
- **Efficiency & Quality**:Meet efficiency and quality assurance targets (Enlighten).
- **Project Management**:Coordinate incidental project requirements, including:

- System or procedural improvements.
- Client-initiated tasks outside of daily operations.
- Periodic regulatory projects (e.g., ATO reporting).
- User acceptance testing.
- **Documentation**:Prepare documents, correspondence, statements, and client reports.
- **Operational Improvement**:Proactively recommend improvements for operational efficiency, system enhancements, revenue opportunities, and risk reduction.
- **Team Collaboration**:Contribute positively as a team member to the ongoing success of the EPS business.

**Qualifications & Personal Attributes**:

- **Client Service Excellence**:Strong client service focus with a background in administration.
- **Detail-Oriented**:Proven experience in managing complex tasks requiring high attention to detail.
- **Pressure Management**:Ability to work well under pressure and manage multiple deadlines.
- **Analytical Skills**:Excellent analytical and reconciliation skills.
- **Training Capability**:Ability to teach and train team members on EPS systems.
- **Organised**:Highly organised with a systematic approach to work and status reporting.
- **Proactive & Enthusiastic**:Proactive, patient, persistent, and committed.
- **Problem Resolution**:Ability to research and resolve complex inquiries and complaints.
- **Effective Communication**:Strong verbal and written communication skills, including negotiation skills.
- **Prioritisation**:Demonstrated ability to effectively prioritise work.
- **Initiative & Motivation**:High level of initiative and motivation.
- **Flexibility**:Ability to meet demanding deadlines and work additional hours when required.
- **Problem-Solving**:Strong problem-solving skills.
- **Team Player**:A collaborative team player.
- **Technical Proficiency**:Advanced knowledge of MS Excel.
- **Desirable Experience**:Experience within share registry is highly desirable, though not essential.

If you meet these qualifications and are excited about an opportunity to make a significant impact on our Equity Plan Solutions team, we encourage you to apply

MUFG Pension & Market Services is a global, digitally enabled business 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, and employee share plans. 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


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