Trust Accounting & Compliance Officer - Employee Share Plans
Posted: 23/06/2026
Closing Date: 22/07/2026
Job Type: Permanent - Full Time
Location: Sydney
Job Category: Employee Share Plans,Risk & Compliance
Job Description
About the Role
Due to continued growth, we are looking for a Trust Accounting & Compliance Officer to join our Trustee Services team.
Reporting to the Trustee Services Manager, you'll play a pivotal role in supporting the administration, governance, and compliance of Employee Share Plan (ESP) and bare trust arrangements. This role offers a unique opportunity to combine trust accounting, compliance, governance, and operational oversight, ensuring trustee activities are conducted in line with trust deeds, client instructions, regulatory obligations, and internal governance frameworks.
You'll also support trust accounting, custody and reconciliation activities, trustee onboarding and transitions, and contribute to the continuous improvement of processes and controls across the Trustee Services function.
Key Responsibilities
Support trustee appointments, retirements, and transition activities
Coordinate onboarding documentation, due diligence, and historical trust records
Review trustee activities against trust deeds, plan rules, and governance requirements
Validate client instructions and ensure appropriate authority and documentation is in place
Perform periodic reviews and reconciliations of trust cash balances, assets, and transactions
Coordinate trust accounting activities with internal and external stakeholders
Review financial statements, trial balances, tax returns, and supporting accounting records
Perform share, cash, and custody reconciliations and investigate exceptions
Support audit processes, regulatory reviews, and compliance reporting activities
Act as a key point of contact for trustee accounting and client enquiries
Identify opportunities to improve controls, processes, and client experience
Escalate operational, compliance, and fiduciary risks appropriately




Provide operational support and business continuity across the Trustee Services function
Desired Skills and Experience
3+ years' experience in compliance, audit, trust administration, fund administration, trustee services, financial services operations, or a related field
Experience performing reconciliations, reviews, testing, or assurance activities within documented control frameworks
Strong analytical and investigative skills
Excellent attention to detail and organisational capability
Solid written and verbal communication skills
Ability to manage competing priorities in a fast-paced environment
Strong problem-solving skills and sound judgement
Proficiency in Microsoft Office, particularly Excel
A client-focused mindset and robust stakeholder management skills
Experience working within regulated financial services environments
Highly Regarded
Experience in Employee Share Plans, trustee services, or trust administration
Knowledge of trust structures, ASIC, AFSL, and AML/CTF requirements
Trustee transition or DORA experience
Internal or external audit experience
Experience with AML/CTF onboarding activities
CA, CPA, or equivalent qualification (or working towards)
About You
We're looking for a detail-oriented and commercially minded professional who enjoys working in a highly regulated environment and takes pride in delivering high-quality outcomes.
You'll bring
A proactive and solutions-focused approach to problem solving
Exceptional attention to detail and a commitment to accuracy
Strong communication and relationship-building skills
The ability to work autonomously while collaborating across teams
A continuous improvement mindset and willingness to challenge the status quo
A strong sense of accountability and ownership
Passion for delivering exceptional service and building trusted relationships
Key Benefits Include
Hybrid working environment
High-growth, scale-up organisation
Professional career growth and development opportunities
Supportive and quick-paced environment
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📌 Trust Accounting & Compliance Officer - Employee Share Plans (New South Wales)
🏢 Automic Group
📍 New South Wales