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 collaborationThrive in a healthy company culture that recognizes successWant to learn and grow your current skill setAre seeking a progressive work environment at a rapidly growing organizationHave a desire to help others protect their futureHave 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 requirementsPrepare, review, and file IRS Forms 5498 and 1099-R accurately and on timeMonitor and implement regulatory updates, including annual contribution limit increases and distribution rule changesEnsure compliance with IRS, DOL, and applicable state regulationsResolve account discrepancies and respond to internal and external inquiriesMaintain accurate records and documentation for audits and regulatory reviewsCoordinate with custodians, advisors, and internal teams to ensure smooth account operationsAssist with regulatory examinations and internal audits as neededContribute to process improvements and compliance controls

Required Qualifications

Proven experience administering IRAsDirect experience preparing and filing Forms 5498 and 1099-RStrong working knowledge of IRA rules, tax reporting, and compliance requirementsDemonstrated ability to stay current with regulatory changes, including contribution limits and IRS guidanceHigh attention to detail and accuracyStrong organizational and time-management skillsProficiency with retirement account systems and Microsoft Office (Excel preferred)

Preferred Qualifications

3+ years of IRA or retirement plan administration experienceExperience working with custodians, trust companies, or financial services firmsFamiliarity with ERISA and DOL guidelines

Skills and Knowledge: 

Regulatory complianceDeadline-driven reportingAnalytical problem-solvingClear written and verbal communicationConfidentiality and professionalism

Featured Benefits: 

$90,000-$95,0006% yearly discretionary bonusMedical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leaveMonday-Friday (8am-5pm)2 weeks of vacation, sick leave, personal days, and floating holiday’sHybrid schedule after successful training period

Travel:

No travel required

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

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