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Ira Administrator Jobs (NOW HIRING)

Bank of Utah

IRA Administrator

Salt Lake City, UT · On-site

$22 - $26/hr

This IRA Administrator is responsible for administration of assigned accounts: IRA - Managed and Self-Directed Job Qualifications: * 2 years of IRA administration or related experience. * Proficiency ...

Trust Point Inc.

IRA Specialist

La Crosse, WI · On-site

A DAY IN THE LIFE OF AN IRA SPECIALIST * Manage the administration of Individual Retirement ... Administer charitable and trust-related transactions, including Qualified Charitable Distributions ...

New

Trust Point Inc.

IRA Specialist

La Crosse, WI · On-site

A DAY IN THE LIFE OF AN IRA SPECIALISTManage the administration of Individual Retirement Accounts ... Administer charitable and trust-related transactions, including Qualified Charitable Distributions ...

New

Trust Point Inc.

IRA Specialist

Eau Claire, WI · On-site

A DAY IN THE LIFE OF AN IRA SPECIALIST * Manage the administration of Individual Retirement ... Administer charitable and trust-related transactions, including Qualified Charitable Distributions ...

New

Trust Point Inc.

IRA Specialist

Eau Claire, WI · On-site

A DAY IN THE LIFE OF AN IRA SPECIALISTManage the administration of Individual Retirement Accounts ... Administer charitable and trust-related transactions, including Qualified Charitable Distributions ...

New

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How much do ira administrator jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for ira administrator in the United States is $23.52, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $22.60 per hour, depending on experience, location, and employer.

What does an IRA administrator do?

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 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.

What is an IRA administrator?

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.

More about Ira Administrator jobs
What are the most commonly searched types of Ira Administrator jobs? The most popular types of Ira Administrator jobs are:
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Ira Administrator jobs near you
Infographic showing various Ira Administrator job openings in the United States as of August 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 100% In-person job distribution, with an average salary of $48,913 per year, or $23.5 per hour.

IRA Administrator

Bank of Utah

Salt Lake City, UT • On-site

$22 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Thanks for your interest in applying to the Bank of Utah. My name is Ivonne Tobar, and I work as AVP Trust Officer. As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named Nasdaq’s Best Bank in Utah for 2025 and a Top 100 Fastest Growing Company.
Our Mission Statement:
We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.
Job Opening Details:
If our mission statement piques your interest, we encourage you to apply for the currently open position of IRA Administrator to work Monday - Friday at our Branch located at 50 South 200 East Salt Lake City, UT. This IRA Administrator is responsible for administration of assigned accounts: IRA – Managed and Self-Directed
Job Qualifications:
  • 2 years of IRA administration or related experience.
  • Proficiency in Word, Excel, and Outlook, and aptitude for trust systems.
  • Excellent client service skills.
  • Attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Organizational and prioritization skills.
  • Diligent worker and self-motivated.
  • Aptitude to complete the course of study of an IRA professional including a Self-Directed IRA Professional (SDIP) certification.
Benefits of Working with Us:
Bank of Utah's comprehensive benefits package includes:
  • Great work-life balance, with a Monday-Friday schedule
  • Competitive pay and benefits, including medical, dental and vision plans
  • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
  • 12 paid bank holidays + paid time off, including paid parental leave
  • Volunteer opportunities to make a difference in the communities where you work and live
  • Awards and recognition to celebrate you and your colleagues for living the bank's values
Job Description:
Administration of assigned accounts includes, but not limited to:
  • Respond to client visits, calls, emails, and other client requests.
  • Supervise the opening and closing of accounts.
    • Document preparation and review:
      • Prepare, provide, and confirm completion of primary documents to open and administer an account.
    • Set up and maintain client and account profile info in the accounting system.
    • Maintain account opening/closing checklist to confirm accuracy and completion of account set up or closing.
  • Prepare, complete, and present account reviews for approval.
  • Direct and approve receipts and disbursements for posting: checks, ACH, and wires
  • Coordinate with assigned investment advisors to determine and document investment objectives of the account.
    • Monitor account cash balances to assure the investment of excess funds and the availability of funds for disbursement.
    • Submit and approve trade requests as needed.
  • Confirm completion and accuracy of transactions posted.
  • Administer alternative assets when applicable
    • Pay property taxes and insurance for real estate properties; obtain and update valuations of alternative account assets in the accounting system.
  • Support business development to obtain new accounts, including meeting with prospective clients to provide information about IRA services.
  • Supervise document management:
    • Establishment and maintenance of account files to retain primary and important documents
    • Scanning and indexing account files electronically.
    • Sending closed and aged account files to storage or destruction.
  • Coordinate with tax professionals for tax reporting. Review, sign and file trust tax returns, when applicable.
  • Joint receipt and withdrawal of physical assets and asset documents in and out of the trust vault
  • Assist with gathering account files and information for annual audit and regulatory exams.
  • Other duties as assigned.
*The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.

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