Senior Manager/Manager, Trust Administration

Role Overview
North Horizon is seeking a Manager/Senior Manager, Trust Administration to support the oversight of trust and estate structures and related governance matters. This role will be accountable for ensuring trust arrangements are administered in accordance with fiduciary obligations, legal requirements and long-term wealth preservation objectives.
North Horizon is seeking a Manager/Senior Manager, Trust Administration to support the oversight of trust and estate structures and related governance matters. This role will be accountable for ensuring trust arrangements are administered in accordance with fiduciary obligations, legal requirements and long-term wealth preservation objectives. The role will act as a key advisor to senior leadership, supporting decision-making on trust-related matters and coordinating across internal stakeholders and external advisors. The successful candidate will bring strong technical capability, sound judgment, discretion, and the ability to translate complex trust and tax considerations into practical execution.
Key ResponsibilitiesTrust Oversight & Governance
Support end-to-end administration and oversight of trust structures, ensuring compliance with legal, fiduciary, and regulatory requirements
Interpret trust documentation and support execution in line with defined objectives
Support the establishment and maintenance of governance frameworks, reporting cadence and control processes
Identify, monitor and escalation key risks as appropriate
Strategic Advisory
Advise senior leadership on trust structuring, distributions and related strategic considerations
Provide clear, practical input to support long-term planning and decision-making
Maintain up-to-date knowledge of trust and tax legislation, regulatory changes and structuring best practices to inform proactive governance and planning decisions.
Stakeholder & Advisor Coordination
Manage relationships across internal legal, tax, risk and other key stakeholders, as well as external fiduciary advisors
Coordinate input to ensure consistency and alignment with organizational priorities
Support oversight of advisor mandates, scope and performance where applicable
Tax & Structuring Oversight
Support tax efficiency and compliance of trust structures in collaboration with external advisors
Assist with monitoring of filings, disclosures and regulatory obligations
Alignment with Investments & Finance
Partner with internal teams to ensure alignment between trust structures and investment strategy
Maintain visibility into trust-level financial activity and exposures
Operational Leadership
Support administration of trust records, documentation and reporting accuracy
Strengthen processes to support efficiency, control and audit readiness
Qualifications & Experience
Bachelor's degree in Finance, Accounting, Business Administration, law or a related field required, graduation degree preferred
Professional designations such as CTFA, TEP, MTI or equivalent are considered an asset
7+ years of experience in trust administration, estate planning, private banking, fiduciary services or wealth management
Strong understanding of trust structures, governance practices and fiduciary responsibilities
Experience managing complex or multi-entity structures and coordinating with external advisors
Excellent communication, judgment and relationship management skills
High level of professionalism, integrity and discretion
Note:
This posting is for an existing job vacancy. Some steps in the resume screening process may use AI-assisted tools to help identify qualified candidates. All applications will be reviewed fairly and in compliance with the Employment Standards Act (ESA).
What's in it for you?At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here. Below are some of the highlights of what we offer. As a North Horizon employee, you will:
Have a direct line of sight to the high-level workings of all investment decisions
Work in an entrepreneurial environment that encourages creativity
Be encouraged, empowered and challenged to be your best
Be provided opportunities to learn continuously and develop professionally
Work with dynamic high performing team who thrive on the challenge to reach their highest potential just like you
Be a part of an inclusive culture where your ideas and advice are heard and valued.
Be provided with total rewards program that includes
Competitive base pay
Eligibility for bonus as well as benefits
Reimbursement of your professional development/training
Free on-site gym membership
RRSP Matching
About our cultureAt North Horizon, we firmly believe it is the diversity of our background, experience and point of view that drive our growth, innovation, and success. We thrive to build an inclusive culture with global mindset while appreciating and respecting each individual and their differences.
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