Senior Manager/Manager, Trust Administration
About The Position
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.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, law or a related field required
- 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
Nice To Haves
- graduation degree preferred
- Professional designations such as CTFA, TEP, MTI or equivalent are considered an asset
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
