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Ira Administrator Jobs (NOW HIRING)

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

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 ...

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Ira Administrator information

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How much do ira administrator jobs pay per hour?

As of Jul 3, 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 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?

The highest paying administrative jobs are often executive-level roles such as Chief Administrative Officer or Chief Operating Officer, which can offer six-figure salaries. These positions typically require extensive experience, leadership skills, and advanced certifications or education. Compensation varies by industry and organization size but generally exceeds standard administrative roles.

What is an IRA administrator?

An IRA administrator is a professional or firm responsible for managing and maintaining individual retirement accounts (IRAs). They handle tasks such as record-keeping, compliance, processing contributions and distributions, and ensuring adherence to IRS regulations. IRA administrators often work with financial institutions and require knowledge of retirement plan rules and relevant software tools.

What jobs pay 500,000 a year in the US?

High-paying roles such as chief executive officers, investment bankers, specialized surgeons, and certain senior corporate executives can earn $500,000 or more annually. These positions often require extensive experience, advanced degrees, leadership skills, and sometimes performance-based bonuses or stock options.

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?

A Roth IRA is an individual retirement account that is not affected by employment status. Quitting a job does not cause you to lose your Roth IRA; you can keep and manage it independently of your employment. You can also choose to transfer or roll over funds if changing jobs or accounts.

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.

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What states have the most Ira Administrator jobs? States with the most job openings for Ira Administrator jobs include:
Infographic showing various Ira Administrator job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% In-person job distribution, with an average salary of $48,913 per year, or $23.5 per hour.
Deposit Operations Spec II IRA Admin

Deposit Operations Spec II IRA Admin

Jonestown Bank & Trust Co

Lebanon, PA • On-site

Other

Posted 25 days ago


Job description

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 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
Skills Required
  • 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.