Nicole Minieri

Administrative Assistant at LFG Holding SA
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Contact Information
us****@****om
(386) 825-5501
Location
CH

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Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Administrative Assistant
      • Oct 2018 - Present

      Worked for two companies below the holding: LFA - Lugano Financial Advisors SA (wealth management company for US clients) and LFG Investment Consulting SA (wealth management company for Italian, Mexican and clients from other countries). My tasks thoughout the years have been the following: - Administrative assistant - Marketing activities - Receptionist - Compliance support Worked for two companies below the holding: LFA - Lugano Financial Advisors SA (wealth management company for US clients) and LFG Investment Consulting SA (wealth management company for Italian, Mexican and clients from other countries). My tasks thoughout the years have been the following: - Administrative assistant - Marketing activities - Receptionist - Compliance support

    • Banking
    • 700 & Above Employee
    • Administrative Assistant
      • Jun 2018 - Sep 2018

      Day-to-day bank activities including the reception of clients and the preparation of banking documents, account openings and closures, phone calls and correspondence management. Day-to-day bank activities including the reception of clients and the preparation of banking documents, account openings and closures, phone calls and correspondence management.

    • Administrative Officer
      • Jan 2017 - Mar 2017

      Internship to improve my knowledge of the English language. Internship to improve my knowledge of the English language.

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Apprentice
      • Aug 2013 - Jul 2016

      Banking related work in various fields of UBS in Ticino, this included: cashier operations, account openings/clousures of private people and corporate entities, payments/forex/stocks operations,.., August 2013 - February 2014: UBS Branch in Mendrisio March 2014 - August 2014: UBS Branch in Stabio September 2014 - February 2015: Corporate clients in Lugano March 2015 - August 2015: UBS Branch in Lugano Paradiso September 2015 - July 2016: Wealth Management Italy in Chiasso. Banking related work in various fields of UBS in Ticino, this included: cashier operations, account openings/clousures of private people and corporate entities, payments/forex/stocks operations,.., August 2013 - February 2014: UBS Branch in Mendrisio March 2014 - August 2014: UBS Branch in Stabio September 2014 - February 2015: Corporate clients in Lugano March 2015 - August 2015: UBS Branch in Lugano Paradiso September 2015 - July 2016: Wealth Management Italy in Chiasso.

Education

  • Centro Studi Villa Negroni
    CAS Compliance in Financial Services
    2022 - 2022
  • LSI Portsmouth
    Cambridge Certificate, Level C1
    2016 - 2016
  • Centro Professionale Commerciale - Bellinzona
    Attestato AFC e maturità
    2013 - 2016
  • Centro di Studi Bancari
    Banking, Corporate, Finance, and Securities Law
    2013 - 2016

Community

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