Kristen Coppla
Whitestone,NY
Summary
Administrative professional with over 10 years’ experience of bookkeeping, tax preparation, customer service, and logistical planning, looking to provide an organization with administrative support and enhanced client-service, while further developing leadership skills.
Overview
14
14
years of professional experience
Work History
Medical Secretary
Northwell Health Flexstaff
New York, NY
01.2025 - Current
- Managed appointment scheduling for multiple healthcare providers, ensuring optimal patient flow and resource allocation.
- Coordinated patient records management using electronic health record systems, enhancing data accuracy and accessibility.
- Facilitated communication between patients and medical staff, addressing inquiries and resolving concerns efficiently.
- Implemented office procedures that improved document processing times and streamlined administrative workflows.
Administrative Support and Assistant Tax Preparer
Harold Coppla, CPA
Stanhope, New Jersey
05.2013 - Current
- Assist with preparing tax returns using PTIN certification.
- Perform various administrative tasks for small accounting firm, including answering calls, scheduling client appointments, organizing incoming and outgoing mail and important tax-related documents, organizing client portfolios, and delivering client files in a timely manner.
Administrative Assistant (Seasonal Employee)
Kirk Allen Trucking
Stanhope, New Jersey
03.2023 - 10.2023
- Sold outdoor construction materials, such as soil, mulch, and stone products
- Scheduled appointments for customer estimates and installation
- Managed dispatching service to ensure company trucks were assigned to appropriate client locations each day
- Resolved customer concerns to prevent escalation
- Created invoices and resolved billing through QuickBooks
Administrative Assistant
RJW Exteriors
Hopatcong, New Jersey
08.2019 - 05.2022
- Managed high volume of calls, and answered questions from potential customers about exterior home products, such as siding, windows, and doors
- Scheduled appointments for customer estimates and installation
- Managed dispatching service to ensure company trucks were assigned to appropriate client locations each day
- Organized and filed customer paperwork
Tax Preparer (Seasonal Employee)
Davis and Associates
Naples, FL
10.2017 - 03.2018
- Prepared taxes for 2017 tax season
Tax Preparer (Seasonal Employee)
H & R Block
Naples, FL
10.2017 - 03.2018
- Prepared taxes for 2017 tax season
Sales Associate and Makeup Artist
Sephora
Naples, FL
06.2013 - 01.2016
- Performed beauty makeovers tailored to clients’ preferences
- Frequently attended beauty trend forecast workshops
- Helped customers choose beauty products, such as makeup, haircare, and skincare best-suited for their needs
Travel Agent
Liberty Travel
Ledgewood, NJ
12.2011 - 05.2013
- Managed high volume of client portfolios
- Planned destination weddings
- Negotiated travel and vacation package discounts with vendors
- Tailored vacation and travel packages to meet specific client needs
- Exceeded demanding corporate sales quotas
- Provided exceptional customer service
Education
Master of Professional Studies (MPS) - Fashion Merchandising
Parsons School of Design
New York, New York01.2022
Bachelor of Science (B.S.) - Business Management with Accounting concentration
Capella University
12.2019
Skills
- Proficient in QuickBooks and Microsoft Office
- High-volume task management
- Talented customer service moderator
- Diverse business interests; willingness to learn and adapt to new business models
- Experienced salesperson
- Several years secretarial experience
Timeline
Medical Secretary
Northwell Health Flexstaff
01.2025 - Current
Administrative Assistant (Seasonal Employee)
Kirk Allen Trucking
03.2023 - 10.2023
Administrative Assistant
RJW Exteriors
08.2019 - 05.2022
Tax Preparer (Seasonal Employee)
Davis and Associates
10.2017 - 03.2018
Tax Preparer (Seasonal Employee)
H & R Block
10.2017 - 03.2018
Sales Associate and Makeup Artist
Sephora
06.2013 - 01.2016
Administrative Support and Assistant Tax Preparer
Harold Coppla, CPA
05.2013 - Current
Travel Agent
Liberty Travel
12.2011 - 05.2013
Master of Professional Studies (MPS) - Fashion Merchandising
Parsons School of Design
Bachelor of Science (B.S.) - Business Management with Accounting concentration
Capella University