Seeking a detail-oriented IRA Associate to support the administration of self-directed retirement accounts and provide excellent client service. Responsibilities include opening and closing accounts, processing transactions and distributions, maintaining accurate account records, preparing client documentation, assisting with IRS reporting and compliance deadlines, and supporting billing and accounts receivable. The ideal candidate will have strong organizational, communication, and analytical skills, excellent follow-up abilities, basic computer proficiency, and the ability to manage multiple priorities while working independently and collaboratively with clients, financial institutions, and other professionals.