Job Description

Trust Accounting & Compliance Officer - Employee Share Plans

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Posted: 23/06/2026

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Closing Date: 22/07/2026

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Job Type: Permanent - Full Time

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Location: Sydney

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Job Category: Employee Share Plans,Risk & Compliance

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Job Description

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About the Role

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Due to continued growth, we are looking for a Trust Accounting & Compliance Officer to join our Trustee Services team.

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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.

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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.

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Key Responsibilities

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- Support trustee appointments, retirements, and transition activities
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- Coordinate onboarding documentation, due diligence, and historical trust records
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- Review trustee activities against trust deeds, plan rules, and governance requirements
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- Validate client instructions and ensure appropriate authority and documentation is in place
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- Perform periodic reviews and reconciliations of trust cash balances, assets, and transactions
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- Coordinate trust accounting activities with internal and external stakeholders
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- Review financial statements, trial balances, tax returns, and supporting accounting records
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- Perform share, cash, and custody reconciliations and investigate exceptions
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- Support audit processes, regulatory reviews, and compliance reporting activities
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- Act as a key point of contact for trustee accounting and client enquiries
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- Identify opportunities to improve controls, processes, and client experience
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- Escalate operational, compliance, and fiduciary risks appropriately
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- Provide operational support and business continuity across the Trustee Services function
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Desired Skills and Experience

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- 3+ years' experience in compliance, audit, trust administration, fund administration, trustee services, financial services operations, or a related field
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- Experience performing reconciliations, reviews, testing, or assurance activities within documented control frameworks
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- Strong analytical and investigative skills
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- Excellent attention to detail and organisational capability
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- Strong written and verbal communication skills
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- Ability to manage competing priorities in a fast-paced environment
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- Strong problem-solving skills and sound judgement




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- Proficiency in Microsoft Office, particularly Excel
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- A client-focused mindset and strong stakeholder management skills
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- Experience working within regulated financial services environments
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Highly Regarded

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- Experience in Employee Share Plans, trustee services, or trust administration
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- Knowledge of trust structures, ASIC, AFSL, and AML/CTF requirements
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- Trustee transition or DORA experience
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- Internal or external audit experience
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- Experience with AML/CTF onboarding activities
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- CA, CPA, or equivalent qualification (or working towards)
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About You

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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.

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You'll bring

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- A proactive and solutions-focused approach to problem solving
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- Exceptional attention to detail and a commitment to accuracy
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- Strong communication and relationship-building skills
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- The ability to work autonomously while collaborating across teams
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- A continuous improvement mindset and willingness to challenge the status quo
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- A solid sense of accountability and ownership
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- Passion for delivering exceptional service and building trusted relationships
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Key Benefits Include

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- Hybrid working environment
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- High-growth, scale-up organisation
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- Qualified career growth and development opportunities
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- Supportive and fast-paced environment
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📌 Trust Accounting & Compliance Officer - Employee Share Plans (New South Wales)
🏢 Automic Group
📍 New South Wales