Trustee Officer
2 days ago
Location: Sydney CBD – Liberty Place
Work type: Full-time | Hybrid working model
Are you looking to build your career in financial services with a global organisation that values growth, collaboration and learning? MUFG Pension & Market Services is seeking a Trustee Officer to join our Sydney-based Trustee Services team.
This is a great opportunity for someone with strong attention to detail, good organisational skills, and a genuine interest in finance or trust administration to take the next step in their career.
About the Role
As a Trustee Officer, you'll play an important role in the day-to-day administrative operations of our Trustee Services team. Working closely with the Head of Trustee Services, you'll help ensure the smooth running of our trust, custody, and escrow arrangements, providing accurate and timely support to our clients.
Your responsibilities will include:
- Assisting with expense reporting and trust trial balance preparation
- Supporting trust asset transfers, payments, and reconciliations
- Coordinating trust account set-ups and maintaining accurate records
- Managing client correspondence and action logs
- Assisting with audits, compliance reporting, and general administration
This role provides a solid foundation for developing your career in financial services and offers hands-on experience across a range of trustee and custody activities.
About You
We're looking for someone who is eager to learn, well-organised, and enjoys working with numbers and detail. You'll bring:
- A background or studies in accounting, finance, or a related field (desired)
- Strong communication skills and attention to detail
- Proficiency in Microsoft Word and Excel
- The ability to manage deadlines and work collaboratively within a team
Why Join Us?
At MUFG Pension & Market Services, we're proud to foster a workplace that values diversity, inclusion, and flexibility. We support our people to thrive both personally and professionally through a culture of continuous learning and development.
You'll also enjoy a range of benefits including:
- Hybrid working model (Sydney CBD / work from home)
- Salary sacrificing via superannuation
- Paid parental leave
- Employee discounts (including health insurance)
- Volunteer and wellbeing leave
Ready to Apply?
If you're ready to take the next step in your career and grow with a trusted global organisation, we'd love to hear from you.
Apply now to join MUFG Pension & Market Services as a Trustee Officer and start building your future with us.
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.
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