Trust Manager – Employment Opportunity

The Peguis Surrender Claim Trust (the Trust) represents one of the largest settlements of its kind in the history of Canada. Established in 2010 to receive, invest, manage, and administer the assets of the Trust for the benefit of the beneficiaries, Peguis First Nation, and its members. The Peguis Surrender Claim Trust seeks a Trust Manager to oversee the day-to-day operations and administration effectively and efficiently under the Trust Agreement.

The Trust Manager reports to a Board of Trustees (the Trustees) comprised of seven (7) Financial Trustees and five (5) Community Fund Trustees. The Trust Manager plays a pivotal role in overseeing the administration, investment, and distribution of assets within the Trust according to the terms of the Trust Agreement. The Trust Manager will manage the day-to-day operations, ensuring the organizational systems operate efficiently and effectively to support the staff, the Trustees, and the community in adherence to organizational policies and procedures and the provisions of the Trust Agreement. The Trust Manager will also facilitate goal setting and establish strategic directions for the Trust to carry out the mission and vision to maximize the benefit for the Peguis First Nation Community.

The position is located in the community of Peguis First Nation with a subsidiary office in Winnipeg. The Trust Manager is expected to work on-site in the office(s).

Key Responsibilities

Leadership and Administration:
 In conjunction with the Board of Trustees, develop a vision and strategic plan to guide the organization.
 Identify, assess, and inform the Board of Trustees of internal and external issues that affect the organization.
 Act as a professional advisor to the Board of Trustees on all aspects of the organization’s activities.
 Act as a spokesperson for the organization and ensure communications needs are met internally and externally.
 Conduct official correspondence on behalf of the Board of Trustees as well as jointly with the Trustees when appropriate.
 Represent the organization at community activities to enhance the organization’s community profile.
 Work closely and transparently with all external partners including the Chief and Council, third-party vendors, and consultants.
 Oversee administrative functions as well as facilities to ensure efficient and consistent operations as the organization grows.
 Produce annual reports, activity management reports, newsletters, etc., and prepare for the General Meeting of Members.
 Identify and evaluate risks to the organization (clients, staff, management, and volunteers), property, finances, reputation, goodwill, and image and implement measures to control risks.

Financial Management:
 Assist the Trustees in ensuring that the Trust Agreement is adhered to at all times.
 Analyze, administer, review, and present financial reports and budgets in an accurate and timely manner.
 Oversee all financial, project, and program accounting and ensure the contract billing and collection schedule is adhered to.
 Manage organizational cash flow and forecasting and ensure financial data and cash flow are steady and support operational requirements.
 Monitor progress and changes and keep the Trustees abreast of the organization’s financial status through monthly meetings.
 Oversee and lead the annual budgeting and planning process in conjunction with the Trustees.
 Implement a robust contracts management and financial management reporting system.
 Update and implement all necessary business policies and accounting practices.
 Clearly communicate monthly and annual financial statements and present critical financial matters to the Trustees.
 Coordinate and lead the annual audit process, act as a liaison with external auditors and the finance committee of the Board of Trustees, and assess any necessary changes.
 Develop proposal submission guidelines for the Peguis Surrender Claim Trust.

Human Resources Management:
 Oversee staffing requirements for organizational management and program delivery.
 Oversee, review, update, and implement human resources policies, procedures, and practices including job descriptions for all staff.
 Establish a positive, healthy, and safe work environment in accordance with all appropriate legislation and regulations.
 Recruit, interview, and select staff that have the right technical and personal abilities to help further the organization’s mission.
 Ensure all staff and Trustees receive an orientation and appropriate training.
 Oversee the performance management process for all staff which includes monitoring the performance of staff on an ongoing basis, conducting annual performance reviews, and initiating disciplinary action and termination when necessary.
 Coach and mentor staff as appropriate to improve performance.

 Provide technological guidance within the organization.
 Establish and direct the strategic and tactical goals, policies, and procedures for the information technology area of the organization.
 Ensure the information technology and network infrastructure supports the organization’s computing, data processing, and communication needs.
 Select and oversee software installations and manage relationships with software vendors.

Experience and Qualifications

The Trust Manager will have a minimum of seven years of experience in a senior management role, demonstrating leadership in human resources, operations, and relationship management. The ideal candidate will be an accomplished communicator and administrator and will have strong strategic leadership and organizational skills and experience in managing people and analyzing business plans and project proposals to ensure eligibility for funding. They will understand the potential of collaborative engagement including how Trustees, Chief and Council, community members, and organizational and external stakeholders can work together to benefit a community. Candidates should have the following attributes:

 A relevant post-secondary degree or diploma
 Strong interpersonal skills and business acumen
 Good knowledge and understanding of board and First Nations governance
 Excellent time management, communication, and planning skills
 Strong visionary leadership with the ability to be a strategic thinker
 Experience with treasury systems and related technology
 Familiarity with policy creation
 Strong experience in financial analysis and reporting
 Experience in the development of budgets and plans
 Proficiency in contracts management and financial management reporting systems

If you are interested in learning more about this opportunity, please forward your resume to

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