IRA Administrator

Job Title: IRA Administrator

Location: Austin, TX (Hybrid)

Compensation:  $90,000-$95,000 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: 

• $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

Travel:

• No travel required

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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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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