IRA Administrator

HUB International•Austin, TX

1d•$90,000 - $95,000•Hybrid

About The Position

The IRA Administrator is responsible for the accurate administration, reporting, and compliance of Individual Retirement Accounts (IRAs). This role requires hands-on experience with IRS reporting forms, deep knowledge of IRA regulations, and the ability to stay current with ongoing regulatory and contribution limit changes. The ideal candidate is detail-oriented, compliance-focused, and comfortable managing multiple deadlines in a regulated financial environment. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Requirements

Proven experience administering IRAs
Direct experience preparing and filing Forms 5498 and 1099-R
Strong working knowledge of IRA rules, tax reporting, and compliance requirements
Demonstrated ability to stay current with regulatory changes, including contribution limits and IRS guidance
High attention to detail and accuracy
Strong organizational and time-management skills
Proficiency with retirement account systems and Microsoft Office (Excel preferred)

Nice To Haves

3+ years of IRA or retirement plan administration experience
Experience working with custodians, trust companies, or financial services firms
Familiarity with ERISA and DOL guidelines

Responsibilities

Administer Traditional, Roth, SEP, and SIMPLE IRA accounts in accordance with IRS and regulatory requirements
Prepare, review, and file IRS Forms 5498 and 1099-R accurately and on time
Monitor and implement regulatory updates, including annual contribution limit increases and distribution rule changes
Ensure compliance with IRS, DOL, and applicable state regulations
Resolve account discrepancies and respond to internal and external inquiries
Maintain accurate records and documentation for audits and regulatory reviews
Coordinate with custodians, advisors, and internal teams to ensure smooth account operations
Assist with regulatory examinations and internal audits as needed
Contribute to process improvements and compliance controls

Benefits

$90,000-$95,000
6% yearly discretionary bonus
Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
Monday-Friday (8am-5pm)
2 weeks of vacation, sick leave, personal days, and floating holiday’s
Hybrid schedule after successful training period

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume