Stacie Kerr
Financial Services Associate at Argos Family Office- Claim this Profile
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Bio
Paul Matera
Stacie always impressed me with her ability to get things done with very minimal supervision or direction. She is the kind of executive assistant that knew what I needed before I did, and made sure I had it. She was invaluable at managing relationships with vendors, often times handling the details and logistics of an extremely busy region with multiple offices. She is detal oriented, self directed and always very effective. I could count on her for anything.
Paul Matera
Stacie always impressed me with her ability to get things done with very minimal supervision or direction. She is the kind of executive assistant that knew what I needed before I did, and made sure I had it. She was invaluable at managing relationships with vendors, often times handling the details and logistics of an extremely busy region with multiple offices. She is detal oriented, self directed and always very effective. I could count on her for anything.
Paul Matera
Stacie always impressed me with her ability to get things done with very minimal supervision or direction. She is the kind of executive assistant that knew what I needed before I did, and made sure I had it. She was invaluable at managing relationships with vendors, often times handling the details and logistics of an extremely busy region with multiple offices. She is detal oriented, self directed and always very effective. I could count on her for anything.
Paul Matera
Stacie always impressed me with her ability to get things done with very minimal supervision or direction. She is the kind of executive assistant that knew what I needed before I did, and made sure I had it. She was invaluable at managing relationships with vendors, often times handling the details and logistics of an extremely busy region with multiple offices. She is detal oriented, self directed and always very effective. I could count on her for anything.
Experience
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Argos Family Office
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United States
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Financial Services
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1 - 100 Employee
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Financial Services Associate
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Oct 2020 - Present
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2020 Exhibits
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United States
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Advertising Services
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1 - 100 Employee
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Accounting Manager
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Aug 2015 - Jul 2020
I was responsible for AR, AP, General Office & Facilities Management as well as various HR duties. My duties included: Administrative processing, budget monitoring, material and supply ordering, scheduling of services, monitoring of timelines and deadlines as well as various research and problem solving. I was responsible for AR, AP, General Office & Facilities Management as well as various HR duties. My duties included: Administrative processing, budget monitoring, material and supply ordering, scheduling of services, monitoring of timelines and deadlines as well as various research and problem solving.
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Reveal
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India
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Technology, Information and Media
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1 - 100 Employee
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Account Manager
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May 2015 - Aug 2015
New position as an Account Manager allowing me to bring my accounting experience to the sales force and utilize it as an asset for our clients. My duties for projects include: Administrative processing, budget monitoring for both the client and the company, ordering and scheduling of services, monitoring of timelines and deadlines as well as various research and problem solving.
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Accounting Clerk Coordinator
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Jun 2012 - May 2015
Process accounts Payable using QuickBooks. Enter payroll information using QuickBooks. Various office tasks, reports, spreadsheets and supply ordering as needed or requested by other staff.
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Bernstein Chiropractic Clinic
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United States
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Insurance
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Receptionist
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Oct 2006 - Jun 2012
Answered phones and schedule patient appointments. Entered billing codes for services provided and process payments. Pulled and organized patient files for next day's appointments. Created new patient files and entered all data into the computer using the EZ Biz program. Explained instructions for follow up care to patients and verified their understanding. Set up treatment rooms and maintained a clean environment throughout the office. Answered phones and schedule patient appointments. Entered billing codes for services provided and process payments. Pulled and organized patient files for next day's appointments. Created new patient files and entered all data into the computer using the EZ Biz program. Explained instructions for follow up care to patients and verified their understanding. Set up treatment rooms and maintained a clean environment throughout the office.
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ARS Rescue
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United States
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Individual and Family Services
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1 - 100 Employee
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Lead Coordinator/Administrative Assistant
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Jun 2010 - Dec 2011
Microsoft Word, Excel, Outlook, EZ Biz, AS400 & 10-key experience; Manage schedule for sales department. Provide customer service by phone. Verify and track all lead information and submit a report. Process all invoices for multiple departments. Maintain records of all bids and proposals for all representatives. Maintain literature and brochure stock as well as financing information and any other sales assistance tools. Microsoft Word, Excel, Outlook, EZ Biz, AS400 & 10-key experience; Manage schedule for sales department. Provide customer service by phone. Verify and track all lead information and submit a report. Process all invoices for multiple departments. Maintain records of all bids and proposals for all representatives. Maintain literature and brochure stock as well as financing information and any other sales assistance tools.
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Professional Service Industries, Inc. (PSI)
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United States
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Civil Engineering
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700 & Above Employee
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Execitive Assistant
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Feb 2008 - Nov 2009
Office Management, Fleet Management, Scheduling Office Management, Fleet Management, Scheduling
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Education
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St Charles Community College
Accounting Fundamentals & Administrative Fundamentals, 100% -
St. Louis Community College