Fiserv Investment Support Services (Fka Lincoln Trust Company) Work Values

Daily Duties at Fiserv Investment Support Services (Fka Lincoln Trust Company):

• Generated quarterly and annual internal and external compliance audits and reports for over seventy major financial institutions. • Developed and implemented Risk Assessment Policy for financial institution clients. • Reviewed, monitored and implemented Anti-Money Laundering (AML), Customer Identification • Drafted and annually tested Disaster Recovery Plan. • Responsible for ongoing management of contracts, with various financial and corporate entities, with assets in excess of $750,000,000, to ensure on-going compliance with all terms and conditions and to maximize revenue. • Wrote and edited technical compliance articles for quarterly newsletter. • Drafted, scheduled and presented training to financial institutions and internal employees. • Assisted financial institutions in preparation of annual IRS tax forms and notices. • Instrumental in research, development, marketing and implementation of new financial products.

What they like about Fiserv Investment Support Services (Fka Lincoln Trust Company):

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

compliance, audit, tax, Internal audits, External audits, AML, CIP, OFAC, banking operations, regulatory advisor, monitor legislative activity

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Legal research, Advanced internet based research, Audit preparation, Audit completion

These are some of the questions we asked our climbers about their experiences with Fiserv Investment Support Services (Fka Lincoln Trust Company):