Job Title:
IRA Specialist
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 Specialist 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
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.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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IRA Specialist
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 Specialist 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
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.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
#J-18808-Ljbffr