Rozalind Standing
Summary
Skilled operations professional specializing in quality control, data validation, and maintaining accurate records. Known for quickly learning new systems and processes, with a strong interest in applying these abilities in the financial sector to enhance onboarding and operational success.
Overview
4
4
years of professional experience
Work History
Financial Operations Specialist (Contingent)
LPL Financial
Fort Mill , SC
01.2026 - Current
- Serve as the first line of defense for new advisors onboarding to LPL Financial, reviewing and verifying records in Salesforce One.
- Validate and reconcile direct business data updates to maintain up-to-date and accurate records
- Facilitate team-to-management communication by delivering daily reports on file validation progress, including total files reviewed and any discrepancies noted
Office Manager
ReSource Floor Care
Charlotte, North Carolina
01.2025 - 08.2025
- Managed day-to-day office operations, including ordering materials, invoicing customers, and overseeing accounts receivables/payables to ensure smooth workflow.
- Provided comprehensive administrative support for executive staff by coordinating meetings, preparing agendas, and managing inventory effectively.
- Created and maintained filing systems to ensure accurate record-keeping.
- Reviewed financial statements and ledgers in collaboration with accounting staff to identify and resolve discrepancies.
- Resolved customer inquiries and assisted in getting the necessary documentation to customers and vendors.
Repapering Specialist (Contingent)
LPL Financial
Fort Mill, South Carolina
09.2024 - 01.2025
- Opened new accounts and processed transfer (ACAT) paperwork to transition advisors' business to LPL.
- Managed updates to client records in ClientWorks, identifying and resolving data discrepancies.
- Coordinated and tracked operational tasks in Smartsheet, ensuring data accuracy across systems.
- Collaborated with Transition Support Partners on projects to facilitate recruits' transition to LPL Financial.
Director of Administration
Next Level Technician
Charlotte, North Carolina
05.2023 - 07.2024
- Managed accounts payable and receivable operations, ensuring timely invoicing, accurate payment processing, and thorough reconciliations.
- Reviewed financial documents for accuracy, preventing processing errors and ensuring compliance prior to submission.
- Resolved customer inquiries regarding billing issues, enhancing customer satisfaction through prompt and professional communication.
Payroll/Onboarding Specialist
Next Level Technician
Charlotte, North Carolina
12.2021 - 05.2023
- Onboarded new employees through Paychex and E-Verify while handling sensitive information in accordance with privacy regulations.
- Issued and reviewed drug and background screenings to new hires to verify authorization to work.
- Processed payroll for employees weekly, ensuring accuracy of pay and deductions.
- Reviewed time sheets and wage computations to identify and resolve payroll discrepancies, ensuring accuracy in employee compensation.
- Managed all aspects of timekeeping procedures, including entering new hires into the system, updating existing employee information, auditing timesheets and resolving discrepancies regarding hours worked.
- Cultivated customer relationships and loyalty through effective communication.
- Conducted performance reviews with direct reports to enhance team development and accountability.
Education
Bachelor of Arts (B.A.) - Global Studies
University of North Carolina At Charlotte
Charlotte, NC, US8 2018
Skills
- Financial reconciliation
- Data validation
- Document reviewing
- Customer relationship management
- Communication and collaboration
- Analytical thinking
- Microsoft Excel
Timeline
Financial Operations Specialist (Contingent)
LPL Financial
01.2026 - Current
Office Manager
ReSource Floor Care
01.2025 - 08.2025
Repapering Specialist (Contingent)
LPL Financial
09.2024 - 01.2025
Director of Administration
Next Level Technician
05.2023 - 07.2024
Payroll/Onboarding Specialist
Next Level Technician
12.2021 - 05.2023
Bachelor of Arts (B.A.) - Global Studies
University of North Carolina At Charlotte