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Ira Coordinator Jobs (NOW HIRING)

Sitrin

RESIDENT COUNSELOR- GAN KAVOD

New Hartford, NY · On-site

$18 - $22/hr

IRA Coordinator Pay Rate - $18 - $22 per hour, commensurate with experience. Responsibilities and Duties: Complete, assist, train or supervise individuals in the activities of daily living including ...

ASCENSUS

IRA Installation Analyst

Charleston, SC · On-site

The IRA Installation Analyst assists with the plan set up process and ensures the Financial ... Coordinates with the client or financial advisor to review all onboarding and implementation ...

ASCENSUS

IRA Installation Analyst

Dresher, PA · On-site

The IRA Installation Analyst assists with the plan set up process and ensures the Financial ... Coordinates with the client or financial advisor to review all onboarding and implementation ...

ASCENSUS

IRA Installation Analyst

Charlotte, NC · On-site

The IRA Installation Analyst assists with the plan set up process and ensures the Financial ... Coordinates with the client or financial advisor to review all onboarding and implementation ...

ASCENSUS

IRA Installation Analyst

Fargo, ND · On-site

The IRA Installation Analyst assists with the plan set up process and ensures the Financial ... Coordinates with the client or financial advisor to review all onboarding and implementation ...

New Hope Community

IRA-DSP-1

Loch Sheldrake, NY · On-site

$16 - $19.25/hr

NEW HOPE COMMUNITY Direct Support Professional I (DSP-I) - IRA Residential Services Department ... Care Coordinators * Day Program staff * Fellow Direct Support Professionals Participate in: * Team ...

new hope community

IRA-DSP-1

Loch Sheldrake, NY · On-site

$17.50/hr

NEW HOPE COMMUNITY Direct Support Professional I (DSP-I) - IRA Residential Services Department ... Care Coordinators * Day Program staff * Fellow Direct Support Professionals Participate in: * Team ...

Baptist Health

Staff RNPRN - IRA

Lexington, KY · On-site

IRA/Prep and Recovery Shift: PRN * The Registered Nurse (RN) implements professional nursing ... As a clinical nurse, this individual spends majority of his/her time (> 50%) coordinating, ensuring ...

Ira Green, Inc.

Machine Polisher

Providence, RI · On-site

$17.25 - $22.25/hr

Good hand-eye coordination and manual dexterity. Ability to follow written and verbal instructions ... Ira Green, Inc. is an Affirmative Action/Equal Opportunity Employer Minority/Female/Disabled ...

House of Hope

Care Coordinator Medical

Fort Lauderdale, FL · On-site

$18.25 - $24.75/hr

SIMPLE IRA SIMPLE IRA matching Competitive salary Dental insurance Health insurance Paid time off ... As a Medical Care Coordinator, you will play a crucial role in ensuring individuals receive ...

Opengate, Inc.

Assistant Residence Manager, IRA

Somers, NY · On-site

$23 - $24/hr

The Assistant Residence Manager, IRA (Individualized Residential Alternative) is responsible for ... Coordinates leisure schedules and monitors leisure programs in accordance with the interests and ...

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Ira Coordinator information

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$27K

$57.9K

$101.5K

How much do ira coordinator jobs pay per year?

As of Aug 17, 2026, the average yearly pay for ira coordinator in the United States is $57,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $69,500.00 per year, depending on experience, location, and employer.

What is an IRA coordinator?

IRA Coordinators are professionals responsible for managing and administering Individual Retirement Accounts (IRAs) within financial institutions or organizations. Their duties typically include ensuring compliance with IRS regulations, processing IRA transactions, maintaining accurate records, and assisting clients with account setup and maintenance. IRA Coordinators may also provide guidance on contribution limits, distribution rules, and tax implications of IRAs. They play a crucial role in helping clients plan and manage their retirement savings effectively.

What are the key skills and qualifications needed to thrive as an IRA coordinator?

To thrive as an IRA Coordinator, you need a strong understanding of retirement account regulations, financial services experience, and attention to detail, usually supported by a degree in finance or a related field. Familiarity with IRA administration software, financial databases, and possibly certifications such as Certified IRA Services Professional (CISP) are typically required. Excellent organizational skills, customer service abilities, and clear communication help you manage client accounts and resolve inquiries effectively. These skills ensure regulatory compliance, accurate account management, and high-quality client service in a complex financial environment.

What are the main challenges an IRA coordinator might face when managing multiple client accounts simultaneously?

As an IRA Coordinator, juggling multiple client accounts can be challenging, especially when ensuring compliance with evolving regulations and deadlines for contributions or distributions. Attention to detail is crucial, as errors in documentation or reporting can have significant tax implications for clients. Effective time management and strong communication skills are essential for coordinating with clients, financial advisors, and custodians to resolve issues promptly and maintain a high level of client service. Staying organized and keeping up-to-date with industry changes will help you excel in this multifaceted role.

What is the difference between Ira Coordinator vs IRA Specialist?

AspectIra CoordinatorIRA Specialist
CredentialsTypically requires financial or administrative certificationsOften holds certifications like CFP or CPA
Work EnvironmentAdministrative offices, financial institutionsFinancial advisory firms, banks
Employer & Industry UsageUsed in financial institutions managing client accountsCommonly employed in wealth management and financial planning
Search & Comparison IntentUnderstanding administrative roles in IRA managementSeeking specialized financial advice or services

While both roles involve IRAs, an Ira Coordinator primarily handles administrative tasks related to IRA accounts, whereas an IRA Specialist provides financial advice and planning services. The choice depends on whether you're seeking administrative support or expert financial guidance.

What cities are hiring for Ira Coordinator jobs?

Cities with the most Ira Coordinator job openings:

What are the most commonly searched types of Ira jobs?

The most popular types of Ira jobs are:

What states have the most Ira Coordinator jobs?

States with the most job openings for Ira Coordinator jobs include:

Ira Coordinator jobs near you

Sales Operations Coordinator

Ira Green, Inc.

Providence, RI • On-site

Full-time

Posted 22 days ago

Job description

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category
Customer Service
Description
Sales Operations Coordinator
The Sales Operations Coordinator is the organizational and technical backbone of the sales function. This role keeps the sales pipeline, customer data, presentation materials, and follow-up actions on track and current, freeing the sales team to stay focused on customers and revenue-generating activity. It combines strong project and data discipline with the ability to build polished, customer-ready materials and to drive multiple workstreams to completion with minimal supervision.
Key Responsibilities
Own CRM data integrity - maintain and update customer, prospect, opportunity, and activity records so pipeline information is accurate, current, and reportable.
Maintain the sales pipeline - track and report across gov, schools, police & fire, challenge coin, and wholesale accounts; catalog all new items with images, pricing, and quotes on the appropriate trackers.
Own trade show execution - handle all pre- and post-show logistics, coordination, materials, and follow-up.
Build sales presentations and materials - produce polished, customer-ready decks, proposals, and collateral from rough inputs for the sales team; keep all sales materials current.
Track action items to completion - manage follow-ups across the sales team and ensure timely closure.
Coordinate the sales calendar - schedule meetings, customer visits, presentations, and sales travel agendas.
Process sales documents - handle sales orders, quotations, and related documentation accurately.
Coordinate cross-functionally - interface with finance, production, purchasing, logistics, and customer service on sales-related matters.
Required Skills & Qualifications
Advanced Excel - builds and maintains trackers, pivot tables, and clean reporting from raw data (not just data entry).
PowerPoint - creates polished, customer-ready presentations and proposals independently, from rough inputs to finished deck.
Outlook - advanced calendar, meeting, and travel coordination across multiple people.
Highly organized - exceptional project and time management; able to run multiple workstreams simultaneously without dropping details.
Self-directed - follows projects from initiation through completion with minimal supervision.
Strong communicator - excellent written and verbal communication by phone and email.
Detail-oriented - high accuracy in data entry and reporting.
1-3 years of sales support, sales operations, or comparable administrative/coordination experience.
Experience with ERP and CRM systems; customer service experience preferred.
Ira Green, Inc. is an Affirmative Action/Equal Opportunity Employer
Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity
Position Requirements
  • Advanced Excel - builds and maintains trackers, pivot tables, and clean reporting from raw data (not just data entry).
  • PowerPoint - creates polished, customer-ready presentations and proposals independently, from rough inputs to finished deck.
  • Outlook - advanced calendar, meeting, and travel coordination across multiple people.
  • Highly organized - exceptional project and time management; able to run multiple workstreams simultaneously without dropping details.
  • Self-directed - follows projects from initiation through completion with minimal supervision.
  • Strong communicator - excellent written and verbal communication by phone and email.
  • Detail-oriented - high accuracy in data entry and reporting.
  • 1-3 years of sales support, sales operations, or comparable administrative/coordination experience.
  • Experience with ERP and CRM systems; customer service experience preferred.

Full-Time/Part-Time
Full-Time
Shift
First
Position
Sales Operations Coordinator
Division
Ira Green Inc.
Number of Openings
1
Exempt/Non-Exempt
Non-Exempt
Open Date
7/27/2026
Location
Ira Green, Inc.
This position is currently accepting applications.

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