Job Description
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the Job
The Onboarding Trainee will be trained and responsible for assisting the client onboarding, Client KYC and other processes within Fund Administration.
Main Responsibilities
- Work closely with the Onboarding Assistant Manager and Client AML/KYC Team to support the onboarding of new clients.
- Assist in monitoring onboarding progress and support daily onboarding‑related activities to ensure timely completion.
- Support the preparation and completion of Service Agreements, and handle client requests and queries in a professional and timely manner.
- Assist with bank account opening processes for onboarding clients, liaising with internal teams and external stakeholders as required.
- Update and maintain the client database, ensuring accurate tracking of progress and documentation status.
- Assist in the preparation of Client KYC onboarding files as part of the Business Acceptance process in line with Ocorian policies and regulatory requirements.
- Support the preparation of minutes and documentation for New Business Acceptance Committee meetings.
- Collaborate with cross‑functional teams to ensure a smooth and efficient onboarding experience for new clients.
#LI-JM1
#LI-Hybrid
Qualifications
- Fluent in English
- Some knowledge of AML laws and regulations in Luxembourg
- Strong organizational and time‑management skills with attention to detail
- Clear written and verbal communication skills
- Ability to handle confidential information with professionalism and discretion
- Comfortable working with MS Office (Outlook, Word, Excel, Teams) or similar tools
- Willingness to learn HR systems and internal processes
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL– We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
