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Assistant Ria Firm Jobs in Dallas, TX (NOW HIRING)

RSM

Tax Senior Manager - Partnerships

Dallas, TX · On-site

... * Assist with new business development, extended service, and tax issue recognition for existing ... Reviewing research findings and ensure conclusions are consistent with firm policies and ...

Brighton Jones

Tax Senior Manager - Dallas

Dallas, TX · On-site

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Brighton Jones

Tax Manager - Dallas

Dallas, TX

$109K - $143K/yr

... firm's clients. Take our Values in Action Self-Assessment to see how our values align! Your Role ... Train and mentor tax associates and interns * Assist clients by phone support and attend client ...

Brighton Jones

Tax Manager - Dallas

Dallas, TX · On-site

$109K - $143K/yr

... firm's clients. Take our Values in Action Self-Assessment to see how our values align! Your Role ... Train and mentor tax associates and interns * Assist clients by phone support and attend client ...

Brighton Jones

Tax Senior Manager - Dallas

Dallas, TX · On-site

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Brighton Jones

Tax Manager - Dallas

Dallas, TX

$109K - $143K/yr

... firm's clients. Take our Values in Action Self-Assessment to see how our values align! Your Role ... Train and mentor tax associates and interns * Assist clients by phone support and attend client ...

Brighton Jones

Tax Senior Manager - Dallas

Dallas, TX · On-site

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

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Assistant Ria Firm information

What is an assistant at an RIA firm?

Assistant RIA Firm roles typically involve providing administrative and operational support within a Registered Investment Advisor (RIA) firm. Responsibilities can include assisting financial advisors with client communications, preparing reports, managing schedules, processing paperwork, and maintaining compliance records. These assistants help ensure that the firm runs smoothly, allowing advisors to focus on client service and investment management. Strong organizational skills, attention to detail, and knowledge of financial industry regulations are valuable for success in this role.

What skills and qualifications are needed to thrive as an assistant at an RIA firm?

To thrive as an Assistant at an RIA firm, you need strong organizational skills, attention to detail, and a foundational understanding of financial services, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and compliance platforms is typically required, and certifications like the Series 65 can be advantageous. Excellent communication, discretion, and client service orientation help you stand out in this client-facing, confidential environment. These skills and qualities ensure accurate administrative support, regulatory compliance, and a positive client experience, all of which are vital for a successful advisory practice.

What are common challenges faced by an assistant at an RIA firm, and how can they be addressed?

Assistants at RIA firms often manage multiple tasks simultaneously, from client communications to scheduling and document processing, which can make prioritization a challenge. Staying organized and proactive in communication is key to handling urgent requests and supporting advisors efficiently. Additionally, assistants must become familiar with industry regulations and firm-specific processes to ensure compliance and accuracy in client interactions. Building strong relationships with both the advisory team and clients helps facilitate smooth operations and contributes to a positive work environment.

What is the difference between Assistant Ria Firm vs Financial Advisor Assistant?

AspectAssistant Ria FirmFinancial Advisor Assistant
CredentialsTypically requires a FINRA Series 7 or 66 license, relevant financial certificationsOften requires similar licenses, with emphasis on client service and administrative skills
Work EnvironmentLocated within RIA firms, supporting financial advisors in investment managementWorks in financial advisory firms, assisting advisors with client interactions and administrative tasks
Industry UsageCommonly used in registered investment advisory firmsWidely used across financial planning and advisory firms

Both roles support financial professionals, often requiring similar licenses and working in similar environments. The main difference lies in the specific firm type—RIA firms versus broader financial advisory firms—though the responsibilities and credentials overlap significantly.

What are the most commonly searched types of Ria Firm jobs in Dallas, TX?

The most popular types of Ria Firm jobs in Dallas, TX are:

What are popular job titles related to Assistant Ria Firm jobs in Dallas, TX?

For Assistant Ria Firm jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Assistant Ria Firm jobs in Dallas, TX look for?

The top searched job categories for Assistant Ria Firm jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Assistant Ria Firm jobs?

Cities near Dallas, TX with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you
Infographic showing various Assistant Ria Firm job openings in Dallas, TX as of September 2026, with employment types broken down into 2% As Needed, 77% Full Time, 19% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Leasing Professional - Bishop Arts District

Dallas, TX • On-site

Hines
See more jobs at Hinesexternal

$19 - $22/hr

Other

PTO

Posted 25 days ago

Hines rating

8.6

Company rating: 8.6 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

Job description

Overview
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
We're creating places people are proud to call home and supporting teams who take pride in delivering hospitality-focused experiences every day all while building lasting, meaningful careers along the way. Backed by Hines, a global real estate investment, development, and property management firm, Hines Living is one of the firm's highest-conviction growth priorities, expanding rapidly across North America. Come grow with us!
As a Leasing Professional - Multifamily with Hines, you will be responsible for partnering with the team pertaining to the property's marketing, advertising, and sales activities. You will also provide resident satisfaction throughout the term of the lease and secure resident lease renewals. Responsibilities include, but are not limited to:
  • Conduct property tours to future residents and visitors
  • Process documentation such as credit screening, criminal background checks, lease and move in packages and lease signing
  • Inspect apartments prior to occupancy and ensure the apartment is in excellent condition prior to move in
  • Develop marketing plans with the goal to sustain occupancy as well as staying informed about the current market
  • Use and create promotional items and technology to communicate with potential prospects and generate revenue
  • Ensure the achievement of the property's revenue and occupancy goals by directing the marketing, advertising and sales actives as well as ensure the apartments are available for occupancy
  • Assist with the lease renewal program and the communication process
  • Build relationships with prospective and future residents to ensure satisfaction and finalize decisions to lease and/or renew

Qualifications
Minimum Requirements include:
  • High school diploma or equivalent from an accredited institution
  • Prior experience in customer service or sales experience preferred
  • Basic to Intermediate knowledge of Microsoft Office
  • Experience with property management software preferred; Entrada experience a plus
  • Excellent verbal and written communication skills
  • Work indoors approximately 95% of the time and outdoors approximately 5% of the time
  • Use olfactory, auditory, and visual senses to inspect building and detect emergency alarms
  • On occasion, perform physical inspections of the property which may include climbing up and down stairs or accessing restrictive openings
  • Ability to lift up to 25lbs
  • Though occurrences are rare, be accessible 24 hours a day in case of an emergency and perform on-site operations management during natural disasters
  • Transfer properties and work overtime as business needs deem appropriate
  • Ability to work a flexible schedule including weekends and holidays
  • Compensation: $19/hr - $22/hr

Closing
At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.
Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024. ¹Includes both the global Hines organization and RIA AUM as of December 31, 2023.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.

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