Customer Service & Office Operations Assistant

DEMIE MORRIS

Contact 347-***-**** • ************@*****.***

Skilled customer service provider with a little over 6 years experience supplying quality support. Outstanding organizational and problem-solving skills with a strong background in direct support, community outreach, and media. Extensive knowledge in utilizing customer's needs to meet and maximize service expectations. Excellent coordination, communication, and technology skills with computer proficiency, as well as the tenacity to provide positive and quality output.

PROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS

Breast Cancer Research Foundation (BCRF)- New York, NY January 2026- June 2026

Donor Services & Office Assistant

Process all donations received by mail.

Research donor records as needed.

Provide front desk support by greeting guests, visitors and delivery personnel with warmth.

Answer and direct phone inquiries and respond to general email inquiries while providing excellent customer service.

Sort and distribute mail and packages.

Assist with troubleshooting office equipment issues (e.g., issues with copy and print machines, postage machines, coffee machines), and escalating to appropriate vendors as required.

Assist with troubleshooting AV issues in conference rooms, escalating to IT vendors as necessary.

Order and restock office, kitchen and tech supplies, keeping track of inventory to ensure adequate supplies.

Assist with general tidiness of the office and kitchen space.

Oversee vendors responsible for shred bins, pick-ups, office cleaning, etc.

Serve as a main contact for building inquiries and announcements

Tourette Association of America (TAA)- Bayside, NY September 2025- November 2025

Accounting Assistant / Office Coordinator

Maintain accurate financial records using Sage software.

Process invoices, donations, reimbursements and documenting files in Excel

Reconcile bank statements and prepare monthly financial reports.

Daily check deposits from incoming donations

Batch importing in SAGE Inacct.

Assist with annual audits and grant reporting requirements.

Journal entries

Accounts Reconciliations

Dealing with Expense reporting and reimbursements (manual process)

Oversee office supplies, vendor relationships, and general administrative tasks.

Receiving and the mail, packages, etc

Manage the equipment for new hires and terminations, asset tagging and shipping to the employee

Monitor ticketing system for IT issues and assist with escalations as needed

Empower Assist and Care (EAC) Network- Garden City, NY November 2024- June 2025

Administrative Assistant, Receptionist, and Accounting/ Finance Assistant

Providing office and administrative reception: answering, screening, and directing all calls

Greeting all visitors and directions to the correct recipient.

Acting liaison between all internal departments, as well as branch locations in Long Island and the five boroughs.

Organizing all documents: including copying, scanning, and filing to the correct correspondence.

Making copies and scanning all Payment Requests required for claims

Data Input for Fundraising Database, Check registers, Invoice documentation, Donations, Payment request documents, and payments.

Sort and distribute daily incoming mail; depositing outgoing mail.

Maintaining postage meter, copier, fax machine, and conference room calendar.

Creating Invoices and Payment requests.

Performing all other relevant duties as determined by supervisor

Allergy Asthma and Immunology- Woodmere, NY January 2024-July 2024

Medical Reception

Insurance verification

Answering and directing phone calls and messages

Scheduling appointments.

Communicating with healthcare providers and insurance companies.

Validate and enter patients' medical records.

Faxing and scanning all incoming and outgoing medical records to appropriate correspondence.

ACLD Charles Evans Center – Bethpage, Long Island May 2021-February 2023

Medical Secretary

Acting liaison between impacted departments and ensuring proper communications & practices

Maintaining excellent patient relations and developed patient rapport

Responsible for managing the concerns of patients.

Provide general office support including scanning, faxing, and filing

Provide telephone coverage

Perform the daily opening and closing procedures of the office.

Welcome all patients and visitors by greeting them in a pleasant, professional manner.

Assist in comforting patients and maintaining the reception area.

Schedule patient appointments with the ECW EMR system.

Collect co-pays and balance total finances of the office on a daily basis.

Assist patients with the completion of all necessary forms and documentation.

Build and maintain patient records through the use of the practice ECW EMR system.

Build, monitor and maintain physician schedules according to suggested scheduling rubrics.

Monitor and respond to incoming messages from Care Team inboxes in collaboration with nurses.

Monitor daily visit lists to ensure all patients who require appointments are scheduled appropriately.

Protect patient privacy by adhering to the HIPAA confidentiality guidelines.

Contribute to a team effort by smoothly transitioning into other related daily roles, as necessary.

Maintain daily operations of the office by following standard policies and procedures.

Performing other tasks as assigned for special projects such as ensuring confidential Guardianship reports have been notarized before being sent out to the families.

EDUCATION

Technical Career Institute College

February 2016 – March 2016

Associates in Applied Science in Digital Media Arts

New York, New York

Brooklyn Community of Arts and Media

September 2013 – June 2016

High School Diploma

Brooklyn, New York

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