Operations Specialist II-CD/IRA Administrator The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document ...
Operations Specialist II-CD/IRA Administrator The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document ...
JOB SUMMARY The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document imaging systems. An advanced level ...
JOB SUMMARY The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document imaging systems. An advanced level ...
Description JOB SUMMARY The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document imaging systems. An ...
Description JOB SUMMARY The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document imaging systems. An ...
IRA Compliance Administrator
Houston, TX · On-site
IRA Compliance Administrator Saber Power Services, a portfolio company of Greenbelt Capital Partners, is a fully integrated electrical power system services firm providing end-to-end solutions across ...
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IRA Compliance Administrator
Houston, TX · On-site
IRA Compliance Administrator Saber Power Services, a portfolio company of Greenbelt Capital Partners, is a fully integrated electrical power system services firm providing end-to-end solutions across ...
Client Services Associate
Oakland, CA · On-site
As a self-directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With ...
Client Services Associate
Oakland, CA · On-site
As a self-directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With ...
Client Services Associate
Oakland, CA · On-site
$60K - $65K/yr
As a self-directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With ...
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Client Services Associate
Oakland, CA · On-site
$60K - $65K/yr
As a self-directed IRA administrator, Entrust assists clients in purchasing alternative investments with their retirement funds that are typically unavailable through banks and brokerage firms. With ...
Finance Admin Partner - Ira Toyota of Orleans
Orleans, MA · On-site
$60K - $65K/yr
Overview Ira Toyota of Orleans is part of fast growing Group 1 Automotive , a leader in automotive retail and we are looking to add a qualified Finance Admin Partner to our team. With our ...
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Finance Admin Partner - Ira Toyota of Orleans
Orleans, MA · On-site
$60K - $65K/yr
Overview Ira Toyota of Orleans is part of fast growing Group 1 Automotive , a leader in automotive retail and we are looking to add a qualified Finance Admin Partner to our team. With our ...
IRA/HSA/Death Claims Specialist
Ashland, KY · On-site
Administer the distribution and transfer of IRA assets, process rollovers, transfers, and other IRA-related transactions. * Ensure compliance with IRS rules and regulations concerning IRA ...
IRA/HSA/Death Claims Specialist
Ashland, KY · On-site
Administer the distribution and transfer of IRA assets, process rollovers, transfers, and other IRA-related transactions. * Ensure compliance with IRS rules and regulations concerning IRA ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
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Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
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Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Tax Processor/Administrator
Miami, FL · On-site
$80K/yr
Tax Processor/Administrator Location: Miami, Florida (This position requires on-site presence, 5 ... Retirement Plan (401k, IRA) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave ...
Growth Marketing Specialist (Florida and New Jersey)
Oakland, CA · Remote
$75K - $90K/yr
As a self-directed IRA administrator, Entrust enables clients to invest their retirement funds in alternative assets not typically available through banks or brokerage firms. With an Entrust ...
Quick apply
Growth Marketing Specialist (Florida and New Jersey)
Oakland, CA · Remote
$75K - $90K/yr
As a self-directed IRA administrator, Entrust enables clients to invest their retirement funds in alternative assets not typically available through banks or brokerage firms. With an Entrust ...
IRA Customer Service Specialist II, Trust Services
Dresher, PA · On-site
$16.75 - $22.25/hr
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans ...
IRA Customer Service Specialist II, Trust Services
Dresher, PA · On-site
$16.75 - $22.25/hr
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans ...
Growth Marketing Specialist
Oakland, CA · Remote
$80K - $90K/yr
As a self-directed IRA administrator, Entrust enables clients to invest their retirement funds in alternative assets not typically available through banks or brokerage firms. With an Entrust ...
Quick apply
Growth Marketing Specialist
Oakland, CA · Remote
$80K - $90K/yr
As a self-directed IRA administrator, Entrust enables clients to invest their retirement funds in alternative assets not typically available through banks or brokerage firms. With an Entrust ...
IRA Customer Service Specialist II
Las Vegas, NV · On-site
$16.25 - $21.50/hr
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... The IRA Customer Service Specialist II position is responsible for delivering exceptional customer ...
IRA Customer Service Specialist II
Las Vegas, NV · On-site
$16.25 - $21.50/hr
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... The IRA Customer Service Specialist II position is responsible for delivering exceptional customer ...
IRA Customer Service Specialist II, Trust Services
$17.50 - $23/hr
... administrator and passive custodian that specializes in account administration, asset custody ... The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans ...
IRA Customer Service Specialist II, Trust Services
$17.50 - $23/hr
... administrator and passive custodian that specializes in account administration, asset custody ... The IRA Customer Service Specialist II works with Financial Advisors to set up new IRA plans ...
IRA Customer Service Specialist II
Dresher, PA · On-site
$16.50 - $21.75/hr
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... The IRA Customer Service Specialist II position is responsible for delivering exceptional customer ...
IRA Customer Service Specialist II
Dresher, PA · On-site
$16.50 - $21.75/hr
Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian ... The IRA Customer Service Specialist II position is responsible for delivering exceptional customer ...
IRA Administrator information
See salary details
$11.54 - $14.90
22% of jobs
$15.96 is the 25th percentile. Wages below this are outliers.
$14.90 - $18.27
9% of jobs
The median wage is $20.90 / hr.
$18.27 - $21.63
24% of jobs
$23.86 is the 75th percentile. Wages above this are outliers.
$21.63 - $25
30% of jobs
$25 - $28.37
4% of jobs
$28.37 - $31.73
3% of jobs
$31.73 - $35.10
2% of jobs
$35.10 - $38.46
2% of jobs
$38.46 - $41.83
1% of jobs
$41.83 - $45.19
1% of jobs
$45.19 - $48.56
1% of jobs
$11
$23
$48
How much do ira administrator jobs pay per hour?
What are some common daily responsibilities for an IRA Administrator?
As an IRA Administrator, your daily tasks usually include processing account transactions, handling rollovers and distributions, ensuring regulatory compliance, and responding to client inquiries about their retirement accounts. You may also be responsible for preparing required IRS forms, maintaining accurate records, and assisting with annual reporting. Collaboration with other team members in operations, compliance, and customer service is common to resolve complex cases and ensure smooth account management. This role offers the opportunity to deepen your financial expertise while supporting clients’ retirement planning needs.
What is the highest paying administrative job?
What is an IRA administrator?
What jobs pay 500,000 a year in the US?
What are the key skills and qualifications needed to thrive in the Ira Administrator position, and why are they important?
To thrive as an IRA Administrator, you need a solid knowledge of retirement account regulations, financial operations, and document processing, often supported by relevant experience in banking or financial services. Proficiency with recordkeeping systems like FIS or Ascensus, and familiarity with IRS forms and compliance requirements are typically required. Strong attention to detail, customer service orientation, and effective communication skills help distinguish top candidates. These abilities ensure accurate account management, regulatory compliance, and positive client experiences in a highly regulated financial environment.
Will I lose my Roth IRA if I quit my job?
What is an IRA Administrator job?
An IRA Administrator is responsible for managing individual retirement accounts (IRAs) on behalf of clients and financial institutions. Their duties include processing contributions, distributions, and rollovers, ensuring compliance with IRS regulations, and maintaining accurate account records. They may also assist clients with account inquiries and provide guidance on IRA-related rules and options. Strong attention to detail, knowledge of tax laws, and customer service skills are essential for this role.

Other
Posted 25 days ago
Job description
The Operations Specialist II-CD/IRA Administrator is responsible for a wide range of duties related to the core banking, item processing, and document imaging systems. An advanced level of experience with IRAs is required. The candidate must be able to assist with other Deposit Operations functions as needed. Candidates for this position should be able to pay close attention to detail and have above average problem solving and accounting skills.
Duties And Responsibilities- Assist branch personnel with IRAs to ensure transactions and legal documentation are handled correctly
- CD/IRA documentation review
- Monitor IRA minimum distributions
- Process Federal Withholding payments
- Ensure correct IRA end-of-year processing and reporting
- Respond to telephone inquiries from customers and associates
- CIF and account maintenance
- Deposit account documentation review
- Perform information research requests concerning deposit accounts
- Fedline processing
- Postal notification address changes / undeliverable mail
- Reconcile WIP and interest expense accounts
- Process verification of accounts
- Process deceased depositor report/verification
- Process notice of decedent account status to state
- Perform balancing and verification for core banking and exception item processing
- Scan, index and QC documentation
- Process Canadian checks
- Process Domestic and International Wires
- Process check and ACH disputes
- Verify Holds and Stop Payments
- Safe Deposit Box Maintenance
- Verification of IOLTA interest transfers
- Manage and order supplies and inventory
- Prepare outgoing mail to be sent with the Courier
- Printing reports and notices
- Routinely incorporate compliance (knowledge of laws/regulations) in day to day tasks
- Fully capable of fulfilling at least 5 key functions within Deposit Operations without support
- Create and update procedures
- Minimum of 8 hours of department continuing education on an annual basis
- Promote and preserve JBT's values and culture
- Follow Bank policy and procedure to prevent fraud and financial crimes
- Other duties as assigned
- Broad knowledge of departmental operations, policies and procedures
- Ability to deal effectively and tactfully with customers and associates
- Ability to recognize irregular or suspicious transactions and take appropriate steps to prevent loss
- Advanced understanding of operations in other departments and bank retail outlets
- Understanding of Federal Regulations as they apply to CDs, IRAs, checks and deposit accounts
- Experience with using personal computers and common business applications such as Word, Excel, and Outlook
- Exposure to bank core accounting systems, Jack Henry Silverlake preferred
- Ability to operate common business equipment such as copiers, printers, and scanners
- Above average problem solving and accounting skills
- Ability to lift 25 lbs.