Description The IRA Assistant supports the IRA Officer in administering self-directed retirement accounts, providing client services, and assisting with new client onboarding. This role requires strong communication and organizational skills to maintain accurate account records, ensure compliance with IRS tax filing deadlines, and coordinate with clients and financial professionals. Responsibilities include processing transactions, maintaining IRA forms, managing account openings and closures, and handling billing and collections. The IRA Assistant must operate independently and collaboratively, demonstrating initiative, professionalism, and attention to detail while managing fiduciary risks and adhering to custodial agreements. Requirements • Proficiency in Word and Excel is a must for this role. • Basic office skills are required, including filing, scheduling, and answering phones. • Experience in admin office operations is needed. • Must be well-versed in using Office suite of applications. • Knowledge of trust account management and operations is essential. • Prior administrative experience is mandatory. • The candidate should have a background in providing administrative assistance. • Understanding of administrative law is necessary. • Proven track record in administrative management is desirable. • Familiarity with administrative policies and procedures is required. • Strong administrative skills, including organization, communication, and problem-solving abilities. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .