SARA WOLPERT
Wentzville,MO
Summary
Versatile and resourceful Administrative Professional with broad experience spanning HR support, onboarding, client relations, and operational coordination. Skilled in I-9 verification, background checks, scheduling, and employee onboarding both virtually and in person across the U.S. and Canada. Proficient in Microsoft Excel, Intuit ProSeries, and Square Appointment Service Calendar, with a proven ability to adapt quickly, streamline processes, and deliver results under tight deadlines. Recognized as a dependable team player and problem-solver who thrives in fast-paced environments, balancing multiple priorities while fostering positive relationships with clients, vendors, and employees.
Overview
7
7
years of professional experience
Work History
Administrative Assistant
KJ Tax Services
01.2021 - Current
- Coordinated daily administrative operations for a busy tax services office, supporting leadership and clients with efficiency and professionalism.
- Prepared, organized, and maintained confidential financial documents, ensuring accuracy and compliance with IRS and state regulations.
- Scheduled and confirmed client appointments using Square Appointment Service Calendar, optimizing workflow during peak tax season.
- Handled client communications via phone, email, and in person, providing exceptional customer service and resolving inquiries promptly.
- Assisted in processing tax forms and financial records through Intuit ProSeries, ensuring timely completion and accurate submission.
- Created and managed spreadsheets in Microsoft Excel, tracking client data, billing, and project deadlines with precision.
- Uploaded and processed electronic filings and paperwork, ensuring secure transmission and storage of sensitive client information.
- Supported billing and invoicing processes, verifying accuracy and assisting clients with payment-related questions.
- Maintained office organization, including filing systems, digital records, and supply management to support smooth day-to-day operations.
Onboarding Success Lead
BCforward
08.2022 - 07.2025
- Coordinated and facilitated seamless onboarding experiences for new hires across the United States and Canada, both virtually and in person.
- Conducted I-9 verifications, background checks, and credit checks, ensuring compliance with federal, state, and company policies.
- Managed sensitive employee data and onboarding documents with strict attention to accuracy, confidentiality, and compliance.
- Utilized Microsoft Excel to track onboarding progress, maintain compliance records, and generate reports for leadership.
- Collaborated with clients, hiring managers, and HR partners to deliver onboarding solutions within tight deadlines and high-volume hiring periods.
- Provided clear communication and guidance to candidates and clients throughout the onboarding process, resulting in improved new hire experience and client satisfaction.
- Oversaw and supervised a team of onboarding specialists, ensuring tasks were completed accurately and on schedule.
- Trained, mentored, and supported onboarders, promoting consistency, efficiency, and compliance in onboarding practices.
- Supported continuous improvement initiatives by identifying gaps in onboarding workflows and recommending process enhancements.
Service Coordinator
SEAM Group
04.2021 - 08.2022
- Dispatched and prioritized incoming work orders for multiple clients, ensuring timely and accurate service execution.
- Coordinated with vendors to confirm scheduling, resolve paperwork discrepancies, and address service needs, maintaining strong professional relationships.
- Processed and uploaded critical documentation into work orders, ensuring accuracy and compliance before submission to billing.
- Monitored and tracked service activities to verify completion aligned with client requirements and contractual obligations.
- Resolved issues proactively, applying problem-solving skills to minimize delays and maintain client satisfaction.
- Engaged and secured appropriate service providers, requesting referrals and following up to confirm availability and scheduled appointments.
- Managed a high-volume caseload of up to 75 active work orders, balancing competing deadlines while maintaining accuracy and efficiency.
- Delivered consistent communication with clients and service providers, providing timely updates on work order status and ensuring transparency throughout the process.
Inside Sales Representative
Republic Services
01.2019 - 04.2021
- Managed friendly and professional customer interactions
- Answered customers' questions regarding products, prices and availability
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential
- Determined needs, delivered solutions and overcame objections through consultative selling skills
- Emphasized product features based on analysis of customers' needs
- Exceeded targeted sales goals through continuous pursuit of new sales opportunities and expert closing of customer deals
Specialist II
Republic Services
12.2019 - 12.2019
- Followed all company policies and procedures to deliver quality work
- Listened and responded to customer requests and forwarded necessary information to superiors
- Review and schedule missed pickups and bulk item pick ups
- Submit compliments and complaints to the correct department for review
- Schedule container exchanges/deliveries/removals at customers' request
- Review and interpret invoices
- Justify and submit credits
Specialist I
Republic Services
08.2019 - 12.2019
- Review and schedule missed pickups
- Schedule on call/extra pickups
- Submit compliments and complaints to the correct department for review
- Schedule container exchanges/deliveries/removals at customers' request
- Listened and responded to customer requests and forwarded necessary information to superiors
- Evaluated customer needs and feedback to drive product and service improvements
Service Advantage - Repairs Agent
Lowe's
04.2018 - 04.2019
- Answer inbound calls to set up appointments for major appliances
- Utilize multiple software programs used to locate customers products and warranty information
- Take and record customer complaints and compliments
- Contact and work closely with service providers and manufacturers
- Provide excellent customer service and information
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
Education
MBA - Human Resources
Purdue University Global
Indianapolis, IN09-2026
Bachelor of Science - Human Services in Youth/Family Services and Administration
Purdue University Global
Indianapolis, IN12.2021
Associate of Applied Science - Travel and Hospitality Management
International Business College
Indianapolis, IN12.2016
HRCI Human Resource Professional Certificate
Coursera
11-2025
Skills
- Team Leadership & Supervision
- Workflow & Process Optimization
- Performance Monitoring & Quality Control
- Project Coordination & Task Prioritization
- Compliance & Policy Enforcement
- Decision-Making Under Pressure
- Employee Onboarding & Orientation Programs
- Cross-Functional Communication & Collaboration
Timeline
Onboarding Success Lead
BCforward
08.2022 - 07.2025
Service Coordinator
SEAM Group
04.2021 - 08.2022
Administrative Assistant
KJ Tax Services
01.2021 - Current
Specialist II
Republic Services
12.2019 - 12.2019
Specialist I
Republic Services
08.2019 - 12.2019
Inside Sales Representative
Republic Services
01.2019 - 04.2021
Service Advantage - Repairs Agent
Lowe's
04.2018 - 04.2019
Bachelor of Science - Human Services in Youth/Family Services and Administration
Purdue University Global
Associate of Applied Science - Travel and Hospitality Management
International Business College
MBA - Human Resources
Purdue University Global
HRCI Human Resource Professional Certificate
Coursera
Similar Profiles
Abram Duncan Jr.Abram Duncan Jr.
Flowback, Maintainer at kj oilfield servicesFlowback, Maintainer at kj oilfield services
Patricia Lempert MongelliPatricia Lempert Mongelli
Catering & Food Preparation at KJ Catering ServicesCatering & Food Preparation at KJ Catering Services
Rashad Jamal DavalieRashad Jamal Davalie
Remote Accountant / Staff Accountant(Remote) at Jackson Tax Services TaxRemote Accountant / Staff Accountant(Remote) at Jackson Tax Services Tax
Michelle VoncloedtMichelle Voncloedt
Closing Expert/Trainer at Target CorporationClosing Expert/Trainer at Target Corporation
Carson TubbCarson Tubb
Sunday School Teacher at Cornerstone Apostolic ChurchSunday School Teacher at Cornerstone Apostolic Church