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 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 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 outstanding 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 energetic 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 career 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.

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