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Ira Administrator Jobs (NOW HIRING)

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 ...

Advanta IRA

Accounting Associate

Clearwater, FL · On-site

$45K/yr

COMPANY BACKGROUND Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for ...

Advanta IRA

Client Account Manager

Clearwater, FL · On-site

$50K - $53K/yr

COMPANY BACKGROUND Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for ...

ASCENSUS

IRA Customer Service Specialist II

$17.50 - $23/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 ...

Ascensus

IRA Customer Service Specialist II

Las Vegas, NV · On-site

$55 - $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 ...

ASCENSUS

IRA Customer Service Specialist II

Las Vegas, NV

$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 ...

Ascensus

$55 - $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 ...

Moss

PWA Administrator

Wilson, AR

$15.50 - $21.25/hr

Knowledge of IRA prevailing wage and apprenticeship (PWA) requirements strongly preferred ... PWA ADMINISTRATOR JOB LOCATION: WILSON, ARKANSAS CLASSIFICATION: FULL TIME - EXEMPT - SALARIED ...

Moss

PWA Administrator

Wilson, AR · On-site

$15.50 - $21.25/hr

Knowledge of IRA prevailing wage and apprenticeship (PWA) requirements strongly preferred ... PWA ADMINISTRATOR JOB LOCATION: WILSON, ARKANSAS CLASSIFICATION: FULL TIME - EXEMPT - SALARIED ...

uDirect IRA Services

Assistant

Irvine, CA · On-site

Company Description uDirect IRA Services empowers individuals to take direct control of their ... The company serves as an independent administrator, processing investment transactions according to ...

Saalex

$60 - $105/hr

System Administrator I Location: Tidewater, VA and San Diego, CA. Position Type: Contingent on ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Ira Administrator information

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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

Trust Point Inc.

Eau Claire, WI • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Eau Claire, WI. is looking to hire a full-time IRA Specialist to join our Wealth Management Operations team. We are looking for an individual with great attention to detail and focuses on assisting internal and external clients regarding IRA's.
We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here:
Trust Point also supports ongoing learning through employer-paid certifications and relevant education.
A DAY IN THE LIFE OF AN IRA SPECIALIST
  • Manage the administration of Individual Retirement Accounts (IRAs), including contributions, distributions, rollovers, Roth conversions, beneficiary maintenance, and Required Minimum Distributions (RMDs).
  • Ensure accurate tax reporting and compliance by processing withholding elections, preparing IRS Forms 1099-R and 5498, and supporting tax-related IRA transactions.
  • Serve as the subject matter expert on IRA regulations and provide guidance and support to Wealth Management, Family Office, and client service teams.
  • Administer charitable and trust-related transactions, including Qualified Charitable Distributions (QCDs), private foundation distributions, and charitable trust calculations.
  • Maintain accurate account records, documentation, and forms while supporting account opening reviews, authorized individual updates, and unique asset monitoring.
  • Produce and review operational reports, monitor regulatory compliance, and identify and resolve issues to ensure adherence to internal policies and industry requirements.

Requirements:
  • Associate's degree in finance, accounting, business or related field preferred
  • 3-6 years' experience in the financial services industry preferred
  • Detail oriented with a high sensitivity to accuracy

This position requires excellent attention to detail, prioritizing accuracy and conscientiousness, excellent communication and interpersonal skills.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results

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