Trustee Services Manager - Employee Share Plans
Posted: 20/02/2026
Closing Date: 20/03/2026
Job Type: Permanent - Full Time
Location: Sydney
Job Category: Employee Share Plans
About UsAutomic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.
Today, over 1,400 ASX listed and unlisted clients trust Automic's 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.
Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.
We are growing, and with that growth we have an excitingTrustee Service Manageropportunity, based in ourSydneyoffice.(other locations considered)
Job Description
About the role:
The role supports the effective discharge of fiduciary trustee obligations by executing trustee processes accurately, maintaininghigh-quality records and controls, and identifyingmatters requiring escalation to senior trustee, legal, risk or compliance stakeholders.
The Trustee Services Manager works closely with internal operations,registryand accounting teams to ensure trustee actions are completedin accordance withtrust deeds, client instructions, fiduciarydutiesand Australian Financial Services Licence (AFSL) requirements. The role is hands-on and operational, with a strong focus on process discipline, riskawarenessand continuous improvement, and is suited to a developing trustee professional seeking to build deeper trusteeship experience under senior guidance.
The roleoperatesin ahighlyregulated financial services environment,withhigh expectationsof precision, judgement,complianceand record keeping. Work is deadline-driven and subject to audit, regulatory and client scrutiny.
Keyresponsibilitiesinclude
* Act as operational lead for trustee services, primarily ESP and bare trust arrangements.
* Ensure trustee actions align with fiduciary duties, trust law, trustdeedsand governing rules
* Interpret trust deeds, planrulesand legal documentation.
* Validate client instructions for authority,accuracyand compliance prior to execution.
* Oversee day-to-day trustee activities including asset movements, allocations, releases,distributionsand corporate actions.
* Maintain complete andaccuraterecords.
* Ensure trustee activitiescomply withAFSL,ATO and internal policyobligations.
* Supportcompliancemonitoring,reporting,breach assessment,regulatoryreviewsand audits
* Act as trustee subject-matter expert for internal teams and external stakeholders. Provideclear guidance on trusteeobligations and limitsand operations
Desired Skills and Experience
About you!
To be successful in this role, we are looking for someone to bring:
* Accounting or legal qualification strongly preferred.
* Experience in trustee services, employee share plans, legal trust administration or regulated financial services operations.
* Sound judgement, Risk awareness and structuredproblem solvingapproach
* Confidence articulating trustee limitations and risk positions.
* Ability to balance fiduciary integrity with commercial pragmatism.
* Comfort working within technology-enabled operational environments.
You'llbe part of a team whereoperational excellence, collaboration, and continuous improvementare genuinely valued. This is an opportunity to deepen yourexpertise, contribute to meaningful outcomes, and grow your career within a high-performing, purpose-led fintech environment.
Key Benefits include:
* Professional career growth & development
* Supportive & fast paced environment
If the above sounds like you, please apply for this exciting opportunity and be part of the growth journey atAutomic!
Please note, Applications will be reviewed as they arereceived,and interviews maycommenceprior to the closing date.
#J-18808-Ljbffr