Senior Trust Officer - High-Touch Fiduciary Services

Clermont Trust USA, LLC; Sioux Falls (SD); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Eligibility for performance-based INCs

Professional development opportunities

Supportive culture centered on values

Job summary

Clermont Trust USA is seeking a skilled Trust Officer to join our Sioux Falls, SD team. You will oversee administration of South Dakota-directed trusts, family office structures, and traditional fiduciary relationships while maintaining discretion and professionalism.

The role requires leadership, client service excellence, and a strong grasp of fiduciary law and SD trust statutes. You will collaborate across legal, compliance, and investment teams to deliver integrated client solutions and

Qualifications

• Minimum of 4 years of experience in trust administration or related fiduciary services.
• Bachelor’s degree in finance, business administration, or a related field required
• JD, CTFA, or AFTA designation preferred
• 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)

Responsibilities

• Administer a portfolio of trust accounts with onboarding, annual reviews, and ongoing maintenance to ensure compliance.
• Serve as the primary fiduciary contact for clients, delivering high-touch service and deep relationships.
• Coordinate new account onboarding, ensuring documentation, due diligence, and regulatory requirements are met.
• Respond promptly to client inquiries and elevate complex issues as needed.
• Oversee trust administration: distributions, document preparation, account maintenance, and reporting.
• Collaborate with legal, compliance, operations, and investment teams to deliver integrated solutions.
• Prepare documentation and materials for client meetings and presentations.
• Monitor tax reporting and filing in coordination with tax advisors.
• Maintain knowledge of fiduciary law and regulatory changes; implement best practices.
• Support internal process improvements and staff development.
• Supervise and mentor junior trust officers and administrators.

Skills

Client relationships

Communication

Discretion

Leadership

Regulatory compliance

Education

Bachelor's degree in finance or related field

JD/CTFA/AFTA designation preferred

Job description

Clermont Trust USA is seeking a skilled Trust Officer to join our Sioux Falls, SD team. You will oversee administration of South Dakota-directed trusts, family office structures, and traditional fiduciary relationships while maintaining discretion and professionalism.

The role requires leadership, client service excellence, and a strong grasp of fiduciary law and SD trust statutes. You will collaborate across legal, compliance, and investment teams to deliver integrated client solutions and