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Assistant Ria Firm Jobs in Edmond, OK (NOW HIRING)

The firm was founded by Gerald D. Hines in 1957 and now operates in 28 countries. We manage a $92 ... as RIA AUM as of June 30, 2022. We are an equal opportunity employer and support workforce ...

The firm was founded by Gerald D. Hines in 1957 and now operates in 28 countries. We manage a $92 ... Includes both the global Hines organization as well as RIA AUM as of June 30, 2022. We are an equal ...

Assistant Ria Firm information

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 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 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 are the most commonly searched types of Ria Firm jobs in Edmond, OK? The most popular types of Ria Firm jobs in Edmond, OK are:
What are popular job titles related to Assistant Ria Firm jobs in Edmond, OK? For Assistant Ria Firm jobs in Edmond, OK, the most frequently searched job titles are:
Infographic showing various Assistant Ria Firm job openings in Edmond, OK as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Assistant Facilities Manager

Hines

Oklahoma City, OK • On-site

Other

Re-posted yesterday


Hines rating

8.6

Company rating: 8.6 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

23rd of 201 rated real estate companies


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
As an Assistant Facilities Manager (AFM) at Hines, you play a critical role in facilities operations by ensuring spaces are well maintained and meet the needs of occupants. The AFM is responsible for implementing and executing programs associated with daily operations, site inspections, and oversight of our managed vendors. Their goal is to maintain a safe and healthy environment while providing boutique level hospitality. Responsibilities include, but are not limited to:
Operations management
  • Oversees and/or coordinates maintenance and repair work.
  • Ensures proper response to work requests.
  • Performs facilities inspections.
  • Manage the physical space and daily operations for assigned site(s).
  • Coordinate projects, complex requests, and multi-trade work orders.
  • Plan and coordinate installation and maintenance of assets housed within assigned site(s).
  • Assist with collecting and analyzing operational data to provide accurate reporting and insights for services, work order productivity, cost savings, and improvements.
  • Administer the materials and supply management processes.
  • Manage relationship as assigned, including property managers and other key stakeholders.
  • Support on-site special events and programs as needed.

Vendor management
  • Coordinate work schedules with vendors partners.
  • Manage Warranty Service Requests and ensure completion of work.
  • Ensure proper insurance certificates are on file for all vendors working on site.
  • Serve as the primary on-site point of contact for vendors and escort vendors to work locations.
  • Perform quality assurance for vendor-performed work.

Work and knowledge management
  • Ensure site documentation and records are maintained and up to date.
  • Communicate regularly with customers regarding status updates and service requests ensuring that all requests are handled promptly, and services are tailored to the individual.
  • Resolve assigned work orders including follow-up with customers as appropriate.
  • Assist with data extraction, interpretation, and reporting on site activity.
  • Ensure space plans and seating assignments are updated and accurate.

Qualifications
Minimum Requirements include:
  • Bachelor's degree in business administration or related field from an accredited institution preferred. High school diploma required.
  • Two years of relevant work experience in a professional office environment.
  • Supervisory experience strongly preferred.
  • Interact with employees, visitors and contractors with poise and diplomacy.
  • Successful completion of the Hines Property Management Training Program or equivalent real estate knowledge.
  • Ensure the property is well-maintained and aesthetically pleasing.
  • Solution-oriented with strong organization, analytical and project management skills.
  • Maintain composure and professionalism at all times.
  • Excellent interpersonal, verbal, and written communication skills utilizing property punctuation, grammar, diction, and style.
  • Takes initiative and is a proactive leader always focused on continued improvement.
  • Possess initiative to assume additional responsibilities.
  • Set priorities and meet deadlines.
  • Assist in managing the property's financial activities.
  • Advanced competence with a variety of software including MS Word, MS Excel, MS Outlook, and other requested software programs.
  • Perform basic business math such as compute discount, interest, percentage, and profit/loss.
  • Work indoors approximately 90% of the time and outdoors 10% of the time.
  • Perform physical inspections of the property which may include climbing up and down stairs or accessing restrictive openings.
  • Ability to lift 25lbs.
  • During on call rotation, be accessible 24 hours a day in case of emergency and perform on-site operations management during disasters.
  • Work overtime as business needs deem appropriate.

Closing
Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 28 countries. We manage a $92.3B¹ portfolio of high-performing assets across residential, logistics, retail, office and mixed-use strategies. Our local teams serve 634 properties totaling over 225 million square feet globally. We are committed to a net zero carbon target by 2040 without buying offsets. To learn more about Hines, visit www.hines.com and follow @Hines on social media. ¹Includes both the global Hines organization as well as RIA AUM as of June 30, 2022.
We are an equal opportunity employer and support workforce diversity.
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