HUB International · 2 days ago
IRA Administrator
Austin, TX
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $95K/yr
2+ years expHUB International is a global insurance and employee benefits broker, providing a broad array of products and services. The IRA Administrator is responsible for the accurate administration, reporting, and compliance of Individual Retirement Accounts (IRAs), requiring hands-on experience with IRS reporting forms and deep knowledge of IRA regulations.
Financial ServicesInsuranceInsurTechRisk Management
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
Qualification
Required
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)
2-5 years of relevant experience
Associate degree (2-year degree)
Preferred
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
Benefits
Medical insurance
Vision insurance
Dental insurance
401(k) plus match
Company Paid STD
Life Insurance
Parental leave
2 weeks of vacation
Sick leave
Personal days
Floating holiday’s
Hybrid schedule after successful training period
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase