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About the Role

North Horizon is seeking a Manager/Senior Manager, Trust Administration to oversee trust and estate structures and related governance. This role ensures trust arrangements comply with fiduciary duties, legal requirements, and wealth preservation goals. The position acts as a key advisor to senior leadership, supporting trust-related decisions and coordinating internal and external stakeholders. The ideal candidate possesses strong technical skills, sound judgment, discretion, and the ability to translate complex trust and tax matters into practical actions.

Responsibilities

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.
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.
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.
Support tax efficiency and compliance of trust structures in collaboration with external advisors.
Assist with monitoring of filings, disclosures and regulatory obligations.
Partner with internal teams to ensure alignment between trust structures and investment strategy.
Maintain visibility into trust-level financial activity and exposures.
Support administration of trust records, documentation and reporting accuracy.
Strengthen processes to support efficiency, control and audit readiness.

Requirements

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.

Skills

Trust administration
Estate planning
Private banking
Fiduciary services
Wealth management
Trust structures
Governance practices
Fiduciary responsibilities
Complex structure management
External advisor coordination
Communication skills
Judgment
Relationship management
Professionalism
Integrity
Discretion
Tax efficiency
Compliance
Investment strategy alignment

Experience Level

7+ years of experience

Education Level

Bachelor’s degree in Finance, Accounting, Business Administration, law or a related field
Graduation degree
CTFA, TEP, MTI or equivalent professional designations

Benefits

Competitive base pay
Eligibility for bonus
Benefits
Reimbursement of professional development/training
Free on-site gym membership
RRSP Matching

About the Company

At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here.
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.