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Ira Jobs (NOW HIRING)

BOK Financial

IRA Specialist

Tulsa, OK · On-site

The IRA Specialist is primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary ...

BOK Financial

IRA Specialist

Tulsa, OK

The IRA Specialist is primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary ...

BOK Financial

IRA Specialist

Tulsa, OK · On-site

The IRA Specialistis primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary ...

Moss

IRA Program Coordinator

Fort Lauderdale, FL · On-site

POSITION SCOPE AND ORGANIZATIONAL IMPACT Moss' IRA Program Coordinator will provide essential support for Moss's efforts to comply with the labor, wage, apprenticeship, and domestic content ...

Moss

IRA Program Coordinator

Fort Lauderdale, FL

POSITION SCOPE AND ORGANIZATIONAL IMPACT Moss' IRA Program Coordinator will provide essential support for Moss's efforts to comply with the labor, wage, apprenticeship, and domestic content ...

Century Group

IRA Operations Specialist

Denver, CO · On-site

$23 - $27/hr

Century Group is in search of an experienced Operations Specialist (IRA) to join a team in Downtown. Denver. Qualified candidates with 3-5 years of accounting experience are encouraged to apply.

RES

IRA - Administrative Assistant

Palmer, TX · On-site

$18 - $21/hr

Assists and supplies data as requested for IRA compliance * Administers project documentation and filing systems using company guidelines. * Reviews employee timesheets, enters into timekeeping ...

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How much do ira jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for ira in the United States is $18.36, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $19.95 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for an IRA Specialist?

IRA Specialists often start by managing client retirement accounts and providing advice on investment options, but with experience, they can advance to senior advisor roles, team leadership positions, or move into broader financial planning and wealth management roles. Many professionals pursue additional certifications or licenses to expand their expertise and qualify for higher-level positions. Since this field values both technical knowledge and client service skills, successfully growing a client base and demonstrating strong regulatory understanding can open doors to management or specialized consultant opportunities. The continuous changes in financial regulations and products also offer ongoing professional development and learning potential.

What are the key skills and qualifications needed to thrive in the Ira position, and why are they important?

To thrive as an IRA Specialist, you need strong knowledge of individual retirement accounts, financial regulations, and investment products, typically obtained through a finance degree or equivalent experience. Proficiency with financial planning software, brokerage platforms, and relevant certifications such as the Series 6 or Series 7 license is often required. Outstanding communication, analytical thinking, and customer service skills distinguish top performers in this role. These competencies ensure clients receive accurate advice, maintain compliance, and build long-term relationships, all of which are critical for success in retirement planning.

What is an IRA job?

An IRA (Individual Retirement Account) job typically refers to roles in the financial industry that involve managing, advising, or administering IRA accounts. Professionals in this field help individuals set up and maintain retirement savings accounts, ensuring compliance with tax laws and investment regulations. They may work for banks, brokerage firms, or financial advisory companies, assisting clients with contributions, withdrawals, and investment decisions. Strong knowledge of retirement planning and tax implications is essential for success in this role.

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Ira jobs near you
Infographic showing various Ira job openings in the United States as of May 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,187 per year, or $18.4 per hour.
IRA Specialist

IRA Specialist

BOK Financial

Tulsa, OK • On-site

Full-time

Posted 16 days ago

Job description

Req ID: 77951 

Location: Tulsa -TUL 

Areas of Interest: Bank Operations 

Pay Transparency Salary Range: Not Available 

Application Deadline: 06/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type
Discretionary
Summary

Our bank operations team ensures the efficient and accurate processing of financial transactions, compliance with regulatory requirements, and the implementation of best practices. They manage daily banking operations, including transaction processing, account maintenance, and customer service. The team is dedicated to improving operational efficiency, mitigating risks, and supporting the overall goals of the bank.

Job Description

The IRA Specialist is primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary transactions are valid and coded correctly according to IRS regulations. Performs quality review of all new IRAs and maintenance on transactions completed by other lines of business. Assist in the tax reporting process while staying knowledgeable of IRS tax and ever-changing IRA regulations. This position also engages in frequent communication with internal and external partners providing guidance as it pertains to IRA procedures through the Fidelity Applications according to the IRS regulations.

Team Culture

At BOK Financial, you’ll join a dedicated team that values integrity and company principles. The culture here promotes knowledge growth, skill development, and strategic thinking. You’ll have the flexibility to advance and make decisions, all while collaborating with various stakeholders to solve problems and maximize volume.

How You'll Spend Your Time
  • You will perform quality reviews of IRA legal documentation and transactions, including new account setup, client information input, maintenance, and tax reporting coding. Ensure timely corrections and document mailing before IRS deadlines.
  • You will communicate with internal partners to resolve customer issues such as stop payments, interest errors, account styling, and complex research on closed accounts.
  • You will complete daily requests through the incident reporting system, including IRS corrections, 1099R/5498 corrections, product changes, penalty adjustments, and tax withholding.
  • You will process IRA transfers, distributions, and rollovers, ensuring proper documentation and coding. Handle requests via DocuSign and external financial institutions.
  • You will monitor Start Right IRA account openings for accuracy and funding, and research automation failures to minimize client impact.
  • You will maintain IRS compliance by staying updated on regulatory changes and attending annual training seminars. Assist Accounting with resolving out-of-balance conditions.
Education & Experience Requirements

This level of knowledge is normally acquired through completion associate degree in Banking or Finance and 1-2 years banking experience relating to IRA Processes, Procedures and Regulations or 3-4 years’ experience in banking relating to IRA Processes, Procedures, and Regulations.

  • Thorough knowledge and understanding of IRS Rules and Regulations for IRAs; Ability to effectively provide guidance on rules and regulations.
  • Basic office skills including 10-key by touch, typing 30-40 wpm.
  • Good analytical and critical thinking skills.
  • Good PC skills including Microsoft Word, Microsoft Office Outlook, and Microsoft Excel.
  • Demonstrate strong interpersonal skills when working closely with internal business partners.
  • Excellent telephone and verbal communication skills.
  • Excellent organizational skills and commitment to task in resolving customer issues in a timely manner.
  • Detail oriented to review and ensure the overall quality of all IRA Information.
  • Ability to prioritize and meet deadlines in high-pressured environments.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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