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Administrative Specialist (IRA)

Contract to Hire: Pennington, New Jersey, US

Salary Range: 17.00 - 17.00 | Per Hour

Job Code: 367439

End Date: 2026-03-11

Days Left: 22 days, 15 hours left

Job Details:
Title: Administrative Specialist (IRA)
Client: Banking
Work Location (Onsite): Pennington, NJ, 08534
Duration: 12 months of contract | (Based upon performance, could be possibility of extension or hire) 
Pay Range: $17/hr to $19/Hr. 
Shift: Monday - Friday | 8:00 AM - 5:00 PM 
 
 

Position Overview:
  • We are seeking an IRA Administrative Specialist to support the Private Bank team with Trusteed Individual Retirement Account (TIRA) operations.
  • This role focuses on account administration, money movement, and tax-related transactions, while working closely with trust officers, internal teams, and external partners to ensure accurate and timely client service.

Key Responsibilities:
  • Provide administrative support to Private Bank fiduciary and trust teams.
  • Process IRA money movement and tax-related transactions.
  • Assist with account opening, maintenance, and documentation.
  • Handle routine administrative tasks such as:
    • File retrieval and document imaging
    • Phone and email communication
    • Preparing routine letters and reports
  • Coordinate with internal teams (sales, compliance, operations, tax, etc.) and external partners (attorneys, CPAs, vendors).
  • Support smaller or less complex client situations.
  • Serve as a point of contact for internal and external inquiries when needed.
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Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)
 
Job Requirement
  • Admin
  • Administrative Specialist
  • IRA
  • Individual Retirement Account
  • trust
  • Administrative
  • Office Admin
  • Front Office
Reach Out to a Recruiter
  • Recruiter
  • Email
  • Phone
  • Mebin Joseph
  • mebin.joseph@collabera.com
Apply Now
Apply Now
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