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.
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 Responsibilities
Trust 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 escalate 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 culture
At 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.
