Advice Operations Coordinator

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.

MUFG Pension & Market Services
 is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day. MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth. We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.

We're looking for an Advice Operations Co-Ordinator to join our team
This is a dynamic and semi-autonomous role where you'll take ownership of invoicing processes, support client reporting, and help drive internal and external projects forward. You'll work closely with finance and project teams, and play a key role in ensuring our service delivery remains timely, accurate, and client-focused.

In this role, you'll:

• Deliver accurate and timely client and internal reporting, including financial forecasts and validations
• Manage invoicing processes and support fee-for-service plans across client and member accounts
• Collaborate with finance and accounting teams to ensure smooth payment workflows
• Support client onboarding and internal change projects, including workflow design via Xplan
• Attend client meetings and assist with tenders, contracts, and renewals
• Coordinate across teams to ensure service level agreements are met and risks are proactively managed

What we'd love to see:

• Strong planning and problem-solving skills, with a structured approach to work
• Experience in stakeholder and project management, or a willingness to learn
• Advanced Excel skills; Power BI experience is a bonus
• Familiarity with Xplan or similar workflow management tools
• A collaborative mindset and confidence working across multiple teams

Some of our Employment Benefits

• FlexiWorks – enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft
• Novated Car Leasing

Culture at MUFG Pension & Market Services
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 our company 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.

How to apply
Ready to take the next step in your career?
Apply now with your resume highlighting your skills, experience, and why you would be a good fit for the role. 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.