Trust Officer

Full-time | On-site Position:

Steel District Office Tower

150 E. 4th Place, Suite 701

Sioux Falls, SD 57104

Exciting Trust Officer Opportunity

Clermont Trust USA is seeking a highly skilled and motivated Trust Officer to join our growing team in Sioux Falls, SD. This is a unique opportunity for a trust and fiduciary services professional to be part of a dynamic and values-driven organization.

As a Trust Officer, you will oversee the administration of South Dakota-directed trusts, family office structures, and traditional fiduciary relationships. The role requires strong business acumen, leadership, client service skills, attention to regulatory compliance, and the ability to manage complex relationships with discretion and professionalism.

About Clermont Trust USA

Clermont Trust USA is a South Dakota-chartered, independent trust company with a global client base. We specialize in providing sophisticated fiduciary and wealth administration services, focused on integrity, innovation, and excellence. Our mission is to help families preserve and grow wealth across generations while maintaining the highest standards of trust governance and compliance.

Key Responsibilities

The Trust Officer will play an integral role in managing and administering client relationships. Duties include, but are not limited to:

· Administer a portfolio of trust accounts, including pre-acceptance, onboarding, annual reviews, and ongoing maintenance to ensure compliance with governing documents and applicable laws.

· Serve as the primary fiduciary contact for clients, providing high-touch service and developing deep, trust-based relationships.

· Coordinate new account onboarding, ensuring all documentation, due diligence, and regulatory requirements are satisfied.

· Respond promptly and proactively to client inquiries, anticipate their needs, and escalate complex issues when necessary.

· Oversee trust administration functions, including distributions, document preparation, account maintenance, and reporting.

· Collaborate cross-functionally with internal teams—legal, compliance, operations, and investment professionals—to deliver integrated client solutions.

· Prepare documentation and materials for client meetings and prospective client presentations.

· Monitor tax reporting and filing requirements in coordination with internal and external tax advisors.

· Maintain current knowledge of fiduciary law, industry trends, and regulatory changes; support the implementation of best practices.

· Contribute to internal process improvements, knowledge sharing, and team training initiatives.

· Supervise, mentor, and support junior trust officers and administrators to ensure operational excellence and professional development.

Qualifications

· Bachelor’s degree in finance, business administration, or a related field required; JD, CTFA, or AFTA designation preferred.

· Minimum of 4 years of experience in trust administration or related fiduciary services, with demonstrated ability to manage high-net-worth client relationships.

· Strong understanding of fiduciary law and South Dakota trust statutes.

· Excellent interpersonal and communication skills, with a client-first mindset.

· Proven ability to handle sensitive information with discretion and work effectively in a fast-paced, deadline-driven environment.

· Familiarity with regulatory compliance standards (FDIC, SD Division of Banking, internal controls).

Why Join Clermont Trust USA?

At Clermont Trust USA, you'll be part of a collaborative and entrepreneurial environment that values innovation, integrity, and service excellence. We offer:

· Competitive compensation and benefits package

· Eligibility for performance-based incentives

· Meaningful professional development opportunities

· A supportive culture centered on values, transparency, and purpose

Ready to make a difference in the world of wealth management?

Join a company that values your expertise and is committed to your success!

Apply now to become a part of Clermont Trust USA’s growing team of fiduciary professionals.

Please apply via LinkedIn or email your resume with a brief introduction to contact@ClermontTrustUSA.com. We look forward to hearing from you!