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Ira Administrator Jobs (NOW HIRING)

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 ...

Land of Lincoln Credit Union

Loan Officer

Mattoon, IL · On-site

... IRA Administrator. Added duties with this will include, but not be limited to: validating all documentation is complete and accurate and matches the core; contacting branch personnel regarding ...

new hope community

IRA-DSP-1

Loch Sheldrake, NY

$17 - $17.50/hr

NEW HOPE COMMUNITY Direct Support Professional I (DSP-I) - IRA Residential Services Department ... Administer medications according to OPWDD regulations. * Accurately document medication ...

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.

Accounting Associate

Advanta IRA

Clearwater, FL • On-site

$45K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Starting Date: September 2026
POSITION BACKGROUND
Advanta IRA’s objective is to continue to grow by adding new clients while maintaining low attrition of existing clients. This can be achieved through solid customer service, attention to detail, and following procedures. The person filling this position will learn about self-directed retirement accounts, provide day-to-day recordkeeping and accounting services for client assets, and work with other departments to support our clients. Advanta IRA provides in-depth training upon hire to new employees.
The successful candidate is self-driven, organized, proactive, eager, and excels at multitasking. Additionally, they employ exemplary telephone skills by presenting a quality image and treating the client with courtesy, efficiently managing documents and financial information, and upholding a high level of customer service.
JOB DUTIES
As an Accounting Associate, you will perform various accounting and administrative duties for Advanta IRA accounts, including:
  • Managing the daily accounts payable (including daily/recurring bill payments, distributions, and transfers) by receiving, processing, verifying, and reconciling invoices.
  • Managing the daily receivables (checks/wires/ACH) by reviewing and properly allocating funds to IRA clients.
  • Maintaining hard copy and electronic filing systems.
  • Reconciling various accounts, including banking and client accounts.
  • Processing banking transactions, including processing wires, remote deposits, non-sufficient funds checks, and stop payments.
  • Running reports from the trust accounting system.
  • Processing and filing forms for taxable events for various IRA accounts and transactions.
  • Assisting with the daily operations of the company.
  • Executing accurate reporting and database management in multiple CRM systems.
  • Integrating data with trust accounting software/Salesforce.

JOB EXPECTATIONS
  • Confidentially maintain sensitive data.
  • Have basic accounting and bookkeeping skills.
  • Possess the ability to work with or without direction with great accuracy.
  • Learn and thoroughly understand the services Advanta IRA offers our clients.
    Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
  • Input client and transaction data into CRM System and Trust Account software.
  • Ensure the accuracy of transactions and documents.
  • Assist with customer support calls and emails as needed.

SKILLS, BACKGROUND & TALENTS REQUIRED
  • College degree with a business foundation (Business Administration, Finance, Accounting, etc.).
  • Salesforce.com experience is preferred.
  • Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
  • Be exceptionally well organized, analytical, and detail-oriented.
  • Excel at accomplishing tasks and following up with necessary parties
  • Utilize excellent verbal, written, and interpersonal communication skills.
  • Show proficiency in MS Word, Excel, and Outlook.
  • Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
  • Retirement plan and/or financial services experience is a plus.
  • Demonstrate a desire and ability to learn, and a willingness to share knowledge to assist others.
Employee Benefits Summary
  • Compensation
    • Salaried position ($45K starting)
    • Annual reviews of performance and salary
    • Advancement opportunities
  • Multiple insurance options
    • Medical, dental, and vision after 60 days
    • Telehealth
    • Prescription coverage
    • Options for health savings accounts (HSA)
    • Individual and family plans available
       
  • Hybrid work schedule options for those who qualify
    • Workstation equipment provided by the company
    • Telecommuting only, applicants must reside locally
       
  • 401(k) after 6 months of employment
    • Up to a 4% company match
       
  • Paid time off
    • 9+ federal holidays in addition to PTO.
    • Rollover up to 40 hours of PTO annually.
    • No waiting period to begin accruing.
       
  • Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.
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 individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
 

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