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About the Role

This role is responsible for the day-to-day administration of a diverse portfolio of trust, custody, and escrow arrangements, ensuring client obligations are met accurately and on time. It's an excellent opportunity for career growth in financial services and related administration environments.

Responsibilities

• Coordinate trustee administration activities across a portfolio of trust, custody, and escrow arrangements.
• Manage the Trustee inbox, calendars, workflow logs, and client enquiries.
• Prepare and distribute trust trial balances and assist with client accounting queries.
• Coordinate trust asset transfers and maintain appropriate approvals and documentation.
• Process trustee, custody, escrow, and margin-related payments.
• Assist with proxy voting administration and trade execution processes.
• Support FATCA and CRS compliance requirements.
• Assist with the establishment and onboarding of new trust, custody, and escrow clients.
• Coordinate bank account establishment, ABN and TFN registrations, and client documentation.
• Maintain trustee databases and client records.
• Assist with audits and regulatory reporting requirements.
• Provide operational and administrative support across the Trustee Services team.

Requirements

• Proactive and willing to take ownership of 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.
• Experience in administration, financial services, trustee services, superannuation, custody, registry, accounting, or a related environment.
• Strong verbal and written communication skills.
• Good analytical and problem-solving abilities.
• Intermediate Microsoft Excel and Word skills.
• Relevant work rights to be considered.
• Successful applicants will be required to complete background screening prior to commencement of employment.

Skills

• Microsoft Excel
• Microsoft Word

Location

• Sydney CBD

Work Type

• Hybrid Working

Experience Level

• Early in career or some relevant industry experience

Education Level

• Accounting, finance, business, or related background (desirable)

Benefits

• 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

About the Company

• 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.

Equal Opportunity

• 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.