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Ira Administrator Jobs (NOW HIRING)

Page Mechanical Group, Inc.

IRA Specialist

Burbank, CA · On-site

$55 - $75/hr

Oversees relationship with the Credit Union's third party vendor IRA Administrator. Qualifications * High School Diploma or equivalent. Bachelor's degree preferred. * Certified IRA Professional ...

First National Bank

IRA Manager

Henderson, NV · On-site

Position supervises team of IRA administrators. This role builds relationships with loyal customers and acts as a subject matter expert within department. Role advises customers on issues related to ...

First National Bank

IRA Manager

Henderson, NV · On-site

Position supervises team of IRA administrators. This role builds relationships with loyal customers and acts as a subject matter expert within department. Role advises customers on issues related to ...

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 ...

EmergencyMD

IRA Specialist

La Crosse, WI · On-site

$60 - $85/hr

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 ...

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 ...

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 ...

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How much do ira administrator jobs pay per hour?

As of Sep 5, 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 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.

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.

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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 1% As Needed, 83% Full Time, 11% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $48,913 per year, or $23.5 per hour.

IRA Specialist

Farmers Insurance Federal Credit Union

Burbank, CA • On-site

$25 - $30/hr

Full-time

Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Description
Job Summary
The IRA Specialist is responsible for creating and maintaining all Retirement Account Products and Share Certificates. Maintains compliance with all IRA regulations and provides IRA training for Credit Union staff in order to support Credit Union members. Supports all compliance related activities pertaining to Retirement Accounts, and managing the third party vendor platform. Identifies risks and escalates as necessary.
Responsibilities
  • Attends the IRA and HSA University and applicable continuing education activities in order to maintain certification and stay abreast of all regulations.

  • Develops and maintains updated procedures on Retirement Accounts and Share Certificates.

  • Responsible for reporting assets to government systems; such as Social Security and Medicaid.

  • Oversees the review, reporting, and notification requirements relating to Internal Revenue Service Withholding and Information Return reporting.

  • Ensures that IRA Required Minimum Distribution related notifications, distributions, and reporting requirements are met for the Credit Union's IRA portfolio. Administers dividend rate changes for jumbo certificates and for member age-related bonuses.

  • Establishes new IRA plans deposit products and processes all IRA transactions, including incoming and outgoing transfers.

  • Transfers, Distributions, Rollovers, Conversions, and Closures in accordance with government regulations and Credit Union policies.

  • Consults and educates members regarding investment rates, deposit product options, and IRA and HSA products.

  • Oversees the review and completion of complex IRA and HSA related transactional activities requiring knowledge base of a Certified IRA Representative.

  • Ensures all departmental policies, procedures, and requirements for the IRA Department are met.

  • Ensures Records Retention and other applicable compliance related activities are adhered to.

  • Oversees relationship with the Credit Union's third party vendor IRA Administrator.

Qualifications
  • High School Diploma or equivalent. Bachelor's degree preferred.

  • Certified IRA Professional Designation required within 12 months of

  • hire date.

  • 3 years' experience working directly with IRA and investment products required.

  • Experience working in a credit union

Pay Range
$25.00 Hourly to $30.00 Hourly

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