Job Description
Trust Accounting & Compliance Officer - Employee Share Plans
n
Posted: 23/06/2026
n
Closing Date: 22/07/2026
n
Job Type: Permanent - Full Time
n
Location: Sydney
n
Job Category: Employee Share Plans,Risk & Compliance
n
Job Description
n
About the Role
n
Due to continued growth, we are looking for a Trust Accounting & Compliance Officer to join our Trustee Services team.
n
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.
n
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.
n
Key Responsibilities
n
n
Support trustee appointments, retirements, and transition activities
n
Coordinate onboarding documentation, due diligence, and historical trust records
n
Review trustee activities against trust deeds, plan rules, and governance requirements
n
Validate client instructions and ensure appropriate authority and documentation is in place
n
Perform periodic reviews and reconciliations of trust cash balances, assets, and transactions
n




Coordinate trust accounting activities with internal and external stakeholders
n
Review financial statements, trial balances, tax returns, and supporting accounting records
n
Perform share, cash, and custody reconciliations and investigate exceptions
n
Support audit processes, regulatory reviews, and compliance reporting activities
n
Act as a key point of contact for trustee accounting and client enquiries
n
Identify opportunities to improve controls, processes, and client experience
n
Escalate operational, compliance, and fiduciary risks appropriately
n
Provide operational support and business continuity across the Trustee Services function
n
n
Desired Skills and Experience
n
n
3+ years' experience in compliance, audit, trust administration, fund administration, trustee services, financial services operations, or a related field
n
Experience performing reconciliations, reviews, testing, or assurance activities within documented control frameworks
n
Strong analytical and investigative skills
n
Excellent attention to detail and organisational capability
n
Strong written and verbal communication skills
n
Ability to manage competing priorities in a fast-paced environment
n
Strong problem-solving skills and sound judgement
n




Proficiency in Microsoft Office, particularly Excel
n
A client-focused mindset and strong stakeholder management skills
n
Experience working within regulated financial services environments
n
n
Highly Regarded
n
n
Experience in Employee Share Plans, trustee services, or trust administration
n
Knowledge of trust structures, ASIC, AFSL, and AML/CTF requirements
n
Trustee transition or DORA experience
n
Internal or external audit experience
n
Experience with AML/CTF onboarding activities
n
CA, CPA, or equivalent qualification (or working towards)
n
n
About You
n
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.
n
You'll bring
n
n
A proactive and solutions-focused approach to problem solving
n
Exceptional attention to detail and a commitment to accuracy
n
Strong communication and relationship-building skills
n
The ability to work autonomously while collaborating across teams
n
A continuous improvement mindset and willingness to challenge the status quo
n
A strong sense of accountability and ownership
n
Passion for delivering exceptional service and building trusted relationships
n
n
Key Benefits Include
n
n
Hybrid working workplace
n
High-growth, scale-up organisation
n
Professional career growth and development opportunities
n
Supportive and fast-paced environment
n
#J-*****-Ljbffr

📌 Trust Accounting & Compliance Officer - Employee Share Plans (New South Wales)
🏢 Automic Group
📍 New South Wales