The right talent can transform your business—and we make that happen. At Collabera, we go beyond staffing to deliver strategic workforce solutions that drive growth, innovation, and agility. With deep industry expertise, a global talent network, and a people-first approach, we connect you with professionals who don’t just fit the role but elevate your business. Partner with us and build a workforce that powers success.
Administrative Specialist (IRA)
Contract to Hire: Pennington, New Jersey, US span>
Salary Range: 17.00 - 17.00 | Per Hour
Job Code: 367439
End Date: 2026-03-11
Days Left: 22 days, 15 hours left
-
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.
-
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.
Job Requirement
- Admin
- Administrative Specialist
- IRA
- Individual Retirement Account
- trust
- Administrative
- Office Admin
- Front Office
Reach Out to a Recruiter
- Recruiter
- Phone
- Mebin Joseph
- mebin.joseph@collabera.com