Senior Manager/Manager, Trust Administration (Toronto)

Senior Manager/Manager, Trust Administration (Toronto)

13 Aug
|
North Horizon
|
Toronto

13 Aug

North Horizon

Toronto

Role OverviewNorth 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 & GovernanceSupport end-to-end administration and oversight of trust structures, ensuring compliance with legal, fiduciary, and regulatory requirementsInterpret trust documentation and support execution in line with defined objectivesSupport the establishment and maintenance of governance frameworks, reporting cadence and control processesIdentify, monitor and escalation key risks as appropriateStrategic AdvisoryAdvise senior leadership on trust structuring, distributions and related strategic considerationsProvide clear, practical input to support long-term planning and decision-makingMaintain up-to-date knowledge of trust and tax legislation,



regulatory changes and structuring best practices to inform proactive governance and planning decisions.Stakeholder & Advisor CoordinationManage relationships across internal legal, tax, risk and other key stakeholders, as well as external fiduciary advisorsCoordinate input to ensure consistency and alignment with organizational prioritiesSupport oversight of advisor mandates, scope and performance where applicableTax & Structuring OversightSupport tax efficiency and compliance of trust structures in collaboration with external advisorsAssist with monitoring of filings, disclosures and regulatory obligationsAlignment with Investments & FinancePartner with internal teams to ensure alignment between trust structures and investment strategyMaintain visibility into trust-level financial activity and exposuresOperational LeadershipSupport administration of trust records, documentation and reporting accuracyStrengthen processes to support efficiency, control and audit readinessQualifications & ExperienceBachelor's degree in Finance, Accounting, Business Administration, law or a related field required, graduation degree preferredProfessional designations such as CTFA, TEP, MTI or equivalent are considered an asset7+ years of experience in trust administration, estate planning, private banking, fiduciary services or wealth managementStrong understanding of trust structures,



governance practices and fiduciary responsibilitiesExperience managing complex or multi-entity structures and coordinating with external advisorsExcellent communication, judgment and relationship management skillsHigh level of professionalism, integrity and discretionNote: 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 excellent 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 decisionsWork in an entrepreneurial environment that encourages creativityBe encouraged, empowered and challenged to be your bestBe provided opportunities to learn continuously and develop professionallyWork with dynamic high performing team who thrive on the challenge to reach their highest potential just like youBe a part of an inclusive culture where your ideas and advice are heard and valued.Be provided with total rewards program that includesCompetitive base payEligibility for bonus as well as benefitsReimbursement of your professional development/trainingFree on-site gym membershipRRSP MatchingAbout 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.#J-18808-Ljbffr

📌 Senior Manager/Manager, Trust Administration (Toronto)
🏢 North Horizon
📍 Toronto

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