Wealth Operations Specialist - On-Site, Growth & Benefits

The Commercial & Savings Bank; Wooster (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive base wage

401(k) with employer match

Paid time off

Training and professional development

Volunteerism opportunities

Job summary

The Commercial & Savings Bank in Wooster, Ohio is hiring a Wealth Operations Specialist to support the Wealth Management team on-site. The role emphasizes accurate processing of transactions, account openings, and client service within a regulated environment.

The ideal candidate will handle account maintenance, reconcile records, and assist with reporting, ensuring smooth daily operations and strong collaboration with custodians and internal partners.

Qualifications

• High school diploma or GED required or equivalent.
• Two-year business-related degree preferred.
• Three years of related work experience or equivalent mix of education and experience may be considered.

Responsibilities

• Process account transactions and applications for wealth clients.
• Maintain detailed account records and assist with reconciliation and reporting.
• Coordinate with custodians and internal teams; monitor exceptions and ensure documentation.
• Prepare daily and monthly operational reports; ensure regulatory compliance.

Education

High school diploma or GED

Two-year business-related degree preferred

Job description

The Commercial & Savings Bank in Wooster, Ohio is hiring a Wealth Operations Specialist to support the Wealth Management team on-site. The role emphasizes accurate processing of transactions, account openings, and client service within a regulated environment.

The ideal candidate will handle account maintenance, reconcile records, and assist with reporting, ensuring smooth daily operations and strong collaboration with custodians and internal partners.