Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Shelby Burns

Irving,TX

Summary

Dynamic Executive Assistant with a proven track record at CAPITAL GROUP COMPANIES, INC, excelling in project management and interpersonal communication. Expert in streamlining operations, enhancing productivity, and maintaining confidentiality. Skilled in coordinating high-level meetings and managing complex schedules, demonstrating meticulous attention to detail and a results-driven approach.

Overview

23
23
years of professional experience

Work History

Executive Assistant

THE CAPITAL GROUP COMPANIES, INC
03.1997 - 07.2018
  • Organized and coordinated administrative functions for two portfolio managers and one Research Director/Fund President in collaborative and cooperative way.
  • Early at Capital, supported Portfolio Manager/Fund President who was also grandson for Founder of $44 billion investment firm managing money for American Funds. Led to unique perspective on how and why CRC operated a flat structure and also special responsibilities of standard bearer.
  • Provided personal services and including work for home owners association, private foundations, and non-profit organizations. Special events and family travel.
  • Facilitated administrative hiring through interviews and candidate assessment, training and onboarding for new hires at every level. Uses high standard performance expectations to drive hiring decisions as well as team compatibility.
  • Provided research and executive summaries.
  • Chaired Activities Committee, Co-Chair of Winter Social, and member of Investment Group Research Management Team representing Los Angeles Office West/Fixed Income.
  • Handled logistics, catering, guest speakers, agendas and travel arrangements for meeting and event planning for high level participants including c-suite, fund presidents and portfolio managers.
  • Worked with senior management to initiate new projects and assist in various processes to increase organizational agility.
  • As member of Offsite Committee coordinated office relocation, temporary staff coverage, and development of temporary teams during three year process.
  • Initiated and assessed workload management of 20 administrative assistants and redistributed work to better balance responsibilities.
  • Member of Investment Group Assistant Advisory Council which joins representatives from seven locations to compare and improve processes for support staff.
  • Coordinated and chaired monthly meetings of LAOW admins.

Co-Owner and Part-Time Office Manager

TALEO MEXICAN GRILL
07.2004 - 07.2009
  • Established foundational processes for business operations including training manual and onboarding materials.
  • Developed marketing materials, newsletter and campaigns to boost brand awareness.
  • Tracked employee hours and provided payroll services.
  • Provided general book-keeping services.
  • Managed art collection for award winning restaurant interior design.

Administrative Assistant 3

THE CAPITAL GROUP COMPANIES, INC.
03.1995 - 03.1997
  • Executed foreign drafts and wire transfers over $1m. Process tax/government documents or questions.
  • Completed property and auto loss claims, rental car accident claims, changes to corporate insurance coverage to insurance company, provide evidence of insurance for special events. Work comp audit and claims review.

Education

Bachelor of Arts - History

Sweet Briar College
Sweet Briar, VA
05.1982

Skills

  • Consistently outstanding performance handling all administrative tasks allowing management to focus on business priorities and improve performance Includes correspondence management, phone calls, filing, attendance records, expense reports, invoices and supply ordering Research and report writing
  • Performs with high degree of accuracy requiring little guidance and demonstrating strong personal intuition
  • Travel administration completed according to complicated and unique needs and preferences Recording on relevant calendars accurately and maintaining appropriate confidentiality
  • Off-site and on-site conference and event planning from small holiday events to annual 3,000 participant investment conference
  • Demonstrates ability to navigate unpredictability of scheduling and quickly adapt Efficient gatekeeper due to resourcefulness and ability to leverage relationships
  • Takes broad-level instructions and executes tasks as well as project management by using experience and understanding of desired outcomes
  • Maintains data and completes ad hoc spreadsheet requests and presentation materials as needed
  • Adheres to confidentiality guidelines - both personal and corporate
  • Effective interpersonal and multi tier communication
  • Propose and implement change where improvement in process enhances productivity
  • Customer service-oriented, both internal and external clients
  • Strong, creative and diplomatic problem solver

Software

Microsoft Suite

Email system

Timeline

Co-Owner and Part-Time Office Manager

TALEO MEXICAN GRILL
07.2004 - 07.2009

Executive Assistant

THE CAPITAL GROUP COMPANIES, INC
03.1997 - 07.2018

Administrative Assistant 3

THE CAPITAL GROUP COMPANIES, INC.
03.1995 - 03.1997

Bachelor of Arts - History

Sweet Briar College

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Shelby Burns