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
- Strong 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 strong 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 skilled 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 fast-paced environment

#J-18808-Ljbffr

📌 Trust Accounting & Compliance Officer - Employee Share Plans (City of Sydney)
🏢 Automic Group
📍 City of Sydney