IRA Administrator

Austin, TX - USA

Monthly Salary: $ 90000 - 95000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Title: IRA Administrator

Location: Austin TX (Hybrid)

Compensation: $90000-$95000 plus yearly 6% discretionary bonus
Department: Operations
Reports To: Director of Operations

Job Type: Full-Time

Hours: 8:00am-5:00pm Monday-Friday

About Us:

HUB is a global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW):

We lead our communities with integrity driven to make things better both now and in the future. We serve inspire and thrive while maintaining an entrepreneurial spirit. We innovate collaborate and achieve success together focused on the tomorrows for all.

Job Purpose:

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

Duties and 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

Required Qualifications

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)

Preferred Qualifications

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

Skills and Knowledge:

Regulatory compliance
Deadline-driven reporting
Analytical problem-solving
Clear written and verbal communication
Confidentiality and professionalism

Featured Benefits:

$90000-$95000
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 holidays
Hybrid schedule after successful training period

Travel:

No travel required

#LI-DH1

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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Required Experience:

Unclear Seniority

Job Title: IRA AdministratorLocation: Austin TX (Hybrid)Compensation: $90000-$95000 plus yearly 6% discretionary bonusDepartment: OperationsReports To: Director of OperationsJob Type: Full-TimeHours: 8:00am-5:00pm Monday-FridayAbout Us:HUB is a global insurance and employee benefits broker providing...