WhiteCap Search

Manage executive calendars, coordinate travel and meetings, process expense reports, handle correspondence, and support new business development activities. | 4-5 years supporting C-level executives, proficiency in Microsoft Office and Outlook, and experience with CRM systems like Salesforce. | Operations Assistant Division PS - Admin (Corporate) Location New York, New York Employment Type Temporary Our client is looking to hire an Operations Assistant to report to the new COO. They are a privately held insurance brokerage firm that provides clients around the world with risk management, insurance, employee benefits consulting, and retirement services that improve their businesses. They will also provide some assistance to an associate of the Director of the team. The schedule for this position is 8:30am to 5pm, no OT or weekend hours expected. This is a hybrid role requiring 4 days in office, one day remote. This is a true temp to perm position - Will probably convert around the 90 day mark. Job Description: Compensation : $24 - $26 Job ID : 41267 Job Function: • Makes various business appointments for assigned team. • Manages calendars and schedule appointments. • Coordinates and arrange travel arrangements, including flights and accommodations. • Process expense reports using knowledge of client/ prospect activity and ensure timely reimbursement. • Plans, organizes, and coordinates conferences, meetings, and events. • Meets with team member as needed to provide update on current work assignments. • Manages the new business production reports for select producers. • Organizes and maintains files of correspondence and other records, ensuring documents are easily accessible. • Conducts research, collects and analyzes data, and prepares briefing materials for meetings. • Answers telephone, answers questions or refers calls to appropriate department or individual. • Performs data entry of contacts/prospects and perform mail merges for marketing mailings. • Protects the confidentiality of information learned by performing the duties of the position. • Prepares, edits, and organizes a variety of correspondence, reports, presentations, and documents in support of new business development activities. • Independently coordinates the production of responses to requests for proposals (RFP’s) using internal and external resources. • Receives, reads and is proactive in handling daily mail and email as directed by individual team member/ leader, and initiates action on items requiring immediate attention. • May perform public relations work for producers, including coordinating special events, luncheons, golf outings and seminars. • Coordinates the purchase and distribution of holiday gifts for clients and greeting card mailings. Job Requirements: • 4 to 5 years of professional experience supporting C-level executive • Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint and Access • Advanced skills with email and calendar systems such as Outlook • Experience using a CRM system such as Salesforce would be a big plus Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. ITCAD #LI-ML1 #LI-Onsite 41267 Qualifications: 4 to 5 years of professional experience supporting C-level executive Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint and Access Advanced skills with email and calendar systems such as Outlook Experience using a CRM system such as Salesforce would be a big plus

Design user-centered web interfaces, create wireframes and prototypes, collaborate with cross-functional teams, maintain design systems, conduct user research, and ensure accessibility compliance. | 3 years of UX/UI design experience, expert Figma skills, portfolio of responsive designs, knowledge of accessibility standards, familiarity with front-end concepts, and experience with CMS platforms like AEM. | Our client is seeking a talented UX/UI Designer to join their web team. In this role, you’ll design exceptional digital experiences for new pages and websites, ensuring that each solution is both highly functional and consistent with the brand identity. You’ll collaborate closely with cross-functional teams to bring ideas to life, creating user-centered designs that elevate the overall digital experience. This is a fully remote opportunity! Job Function • Design intuitive, engaging, and on-brand user interfaces for web pages and sites. • Create wireframes, interactive prototypes, and high-fidelity mockups using Figma. • Collaborate with product owners, producers, and creative teams to translate business requirements into effective design solutions. • Develop and maintain design systems to ensure consistency across all digital properties. • Conduct user research and usability testing to guide and validate design decisions. • Ensure all designs meet accessibility standards and industry best practices. • Stay current with emerging UX/UI trends, tools, and technologies to continuously elevate the digital experience. Job Requirements • 3 years of experience in UX/UI design for web platforms. • Expert proficiency with Figma for creating wireframes, prototypes, and design assets. • Strong portfolio demonstrating a digital-first, responsive design approach. • Understanding of user-centered design principles and methodologies. • Experience designing for sites built on Adobe Experience Manager (AEM) or similar CMS platforms. • Knowledge of web accessibility standards (WCAG/ADA). • Familiarity with front-end development concepts (HTML, CSS). • Experience with user research and usability testing methodologies. • Experience working in financial services or other regulated industries (preferred). Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. ITSIT 38979

Lead client onboarding from post-sale to full activation, coordinate cross-functional teams, manage client documentation and account configuration, provide platform demos, and track onboarding progress in CRM. | Bachelor’s degree, 4+ years client-facing experience in financial or tech sectors, proficiency with CRM and project management tools, and familiarity with financial regulations or technical documentation. | Our client, an early-stage FinTech company, is seeking a highly organized and client-focused Engagement Lead to join their growing team. In this fully remote role, you will serve as the primary point of contact for executive teams at new client organizations. You’ll be responsible for leading onboarding efforts, delivering a seamless and professional experience, and building strong relationships from day one. This is an exciting opportunity to make a meaningful impact in a fast-paced, collaborative environment while supporting long-term client success. Job Function • Serve as the primary onboarding contact for new clients from post-sale to full activation. • Coordinate with Sales, Compliance, Product, and Engineering teams to meet onboarding requirements promptly. • Collect, validate, and process client documentation. • Configure client accounts and provide platform walkthroughs or demos. Monitor onboarding progress and proactively resolve any bottlenecks. • Educate clients on platform features and best practices for successful adoption. • Track and document all onboarding activities in CRM systems. Job Requirements • Bachelor’s degree required. • 4 years of professional experience in a client-facing role, ideally within a bank, consultancy, asset manager, FinTech, SaaS, or financial services firm. • Proficiency in analytics tools, onboarding platforms, CRM systems, and project management tools. • Familiarity with financial regulations and/or experience working with APIs or technical documentation. Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 38201