Reception and Operations Officer - Lugano (100%)

Office
Lugano
Start Date
01.08.2025
Type of Contract
Permanent

Mission

The Operations Officer will be responsible for overseeing a range of operational support activities for the UBP Lugano branch office.


Main responsibilities

Reception Management (Primary Responsibility):

  • Oversee client reception and ensuring a welcoming and professional environment.

  • Manage call center operations to ensure efficient communication and professional client support

  • Organize and coordinate client lunches

  • Manage meeting room bookings and arrangements

  • Coordinate and manage the distribution of Christmas gifts to clients

  • Handle the ordering and inventory of office supplies

  • Manage car rental services

Cash Desk Management (Deputy Role):

  • Cash handling and transactions, operate and manage the cash machine

  • Oversee the management of the bank vault

  • Handle physical certificates and sealed envelopes with confidentiality

  • Manage physical gold storage and transactions 

  • Safe Deposit Box: Facilitate client visits to safe deposit boxes, ensuring a secure and professional experience

Accounting and Finance Control (Deputy Role):

  • Local financial support; Provide local assistance to the Zurich finance-department

  • Invoice Processing; Perform initial input and processing of invoices

  • Expense Report Validation; Review and validate expense reports

COO (Chief Operating Officer) Support:

  • Support in the organization of events

  • Provide support to the management by preparing data and presentations

  • Logistics management; Oversee parcel shipping operations

  • Mail Handling; Manage internal and external mail processes

     

This is a 100% role located in Lugano. Due to the responsibilities associated with this role, remote work arrangements are not possible.


Personal skills

  • Proven drive and leadership qualities with a proactive, “go-getter” attitude
  • Excellent problem-solving skills capabilities
  • Strong team player who is resourceful and capable of working independently
  • Ability to perform well under pressure


    Education

    • Education: Diploma
    • Certification: Commercial education
    • Technical skills: Microsoft Office

    Experience

    • Years of experience: 3-7 : intermediate
    • Experience required:
    • A solid foundation in commercial education is required
    • Understanding of operational banking processes is needed for this role
    • 3-7 years of experience in a similar role, preferably within the finance industry
    • Highly proficient in MS Office, including Excel
    • Fluent in Italian and English; proficiency in German and/or French is advantageous
    • Strong analytical skills, ability to analyse complex data effectively
    • Excellent verbal and written communication skills
    • Experience in private banking: Preferred

    Language

    • Italian: Fluent
    • English: Fluent

    OTHER

    • Swiss resident: N/A

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