Sonia Phan
Houston,TX
Summary
Dynamic administrative professional excelling in communication and records management. Proven ability to enhance office efficiency through organizational skills, inventory oversight, and effective scheduling. Bilingual in English and Spanish, proficient in Excel, and dedicated to fostering positive client relationships.
Overview
31
31
years of professional experience
Work History
Administrative Assistant
SwiftCare PI
04.2025 - Current
- Front desk duties including operating multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Liaison between clients (lawyer firms), referred medical clinics and patients.
- Weekly monitoring of participating clinics' compliance logs and follow-up in the event of non-completion.
- Communication via phone and email with patients to confirm required clinic visits and follow-up if necessary.
- Maintained an Excel database of verified patient appointments and sent email status of non-compliant patients directly to clients.
Office Administrator
WFG, World Financial Group
01.2020 - 04.2025
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained product inventory and reordering.
- Coordinated office-wide communications, financial processing, registration, and recordkeeping.
- Reconciled account files and produced monthly reports.
- Tracked agent monthly office rent and facilitated collection and payments.
- In charge of shipping and sorting parcels for agents, restocking of office supplies, and office maintenance.
Retail Associate
Chick-Fil-a
09.2019 - 12.2020
- Taking orders and running cash register.
- Greeting customers and maintaining storefront.
Church Volunteer and Stay at Home Mother
Fountain of Life Church of God
10.2008 - 09.2019
Store Manager
Phan Enterprises LLC
04.2004 - 10.2008
- Managed retail gas station
- Responsible for daily tills and cash accounting including cash procurement, deposits, and reporting
- Maintaining employee schedules and training
- Inventory management, ordering, and payment processing
- Managed check cashing operation
- Responsible for management of monthly utility bills, credit card fees, inventory payments, and employee payroll.
Assistant Manager
Baytown Seafood
06.2000 - 08.2003
- In charge of scheduling waitstaff hours and duties including personally waiting tables
- Responsible for shift tills and reporting to the general manager.
- Maintaining inventory levels and ordering
- Assisted in training new employees in health protocols and customer service
Accountant
El Chorro S.A. De CV
01.1995 - 03.1998
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Reporting of receivables and deliverables
Education
Associate of Arts - Biblical Studies
International School of Ministry (ISOM)
Houston, TX05-2025
CPA (Contador Publico) - Accounting
Universidad Autonoma De Tamaulipas
Tampico, Tamaulipas, MX05-1995
Skills
- Communication soft skills including phone management, email communication, and interpersonal interaction
- Records retrieval and management
- Inventory management and attention to detail
- Memo preparation
- Mail handling
- Meeting planning and scheduling, time management
- Office organization and upkeep
- Bilingual (English and Spanish)
- Proficient in Excel and Word
Timeline
Administrative Assistant
SwiftCare PI
04.2025 - Current
Office Administrator
WFG, World Financial Group
01.2020 - 04.2025
Retail Associate
Chick-Fil-a
09.2019 - 12.2020
Church Volunteer and Stay at Home Mother
Fountain of Life Church of God
10.2008 - 09.2019
Store Manager
Phan Enterprises LLC
04.2004 - 10.2008
Assistant Manager
Baytown Seafood
06.2000 - 08.2003
Accountant
El Chorro S.A. De CV
01.1995 - 03.1998
Associate of Arts - Biblical Studies
International School of Ministry (ISOM)
CPA (Contador Publico) - Accounting
Universidad Autonoma De Tamaulipas
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