Carissa Sugita
Kaneohe
Summary
Developed skills in fast-paced office environment, specializing in administrative support and office management. Demonstrates ability to streamline processes and improve workflow efficiency. Seeking to transition into new field, leveraging organizational and problem-solving strengths.
Overview
4
4
years of professional experience
Work History
Trust Administration Specialist III & Team Lead
Bank Of Hawaii
06.2024 - Current
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Contributed in restructuring the team to optimize work efficiency and communication
- Partnered with management to facilitate procedural changes and streamline efficiencies between different departments
- Collaborated with various back office teams to create trainings to minimize error.
- Contributed in daily work consisting of transactions, account opening & closing, pulling reports, system maintenance, etc.
- Created and implemented coaching plans to encourage team growth and development
- Enhanced team productivity with thorough training sessions for new employees, resulting in seamless integration into the workforce.
Trust Administration Specialist II
Bank Of Hawaii
01.2022 - 06.2024
- Initiated and processed client transactions with steps to eliminate error
- Opened/closed Trust accounts (Agency, Fiduciary, Estate, etc.)
- Prepared and conducted admin reviews for various Trust accounts
- Managed time efficiently in order to complete all tasks within deadlines.
- Administrative support for Trust Tax; prepared/sent out tax returns, etc.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Coordinated with various back office teams to fulfill office needs (Asset Transfer, Securities Services, Real Estate, etc.)
Homecoming Honolulu
Manager
08.2020 - 12.2021
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Integrated product knowledge to best educate and serve customers
- Managed customer complaints and resolve service issues
- Implemented different social media marketing tools such as reels, stories, posts, etc. to increase store traction and drive sales
Education
BBA - Finance
University of Hawaii At Manoa
Honolulu, HI12.2020
Skills
- Microsoft Word, Excel, Access, Powerpoint
- Problem-solving
- Attention to detail
- Team collaboration
- Personable and approachable
- Workflow optimization
- Working under pressure
- Report preparation
- Adaptability
- Problem Solving
Timeline
Trust Administration Specialist III & Team Lead
Bank Of Hawaii
06.2024 - Current
Trust Administration Specialist II
Bank Of Hawaii
01.2022 - 06.2024
Homecoming Honolulu
Manager
08.2020 - 12.2021
BBA - Finance
University of Hawaii At Manoa
Similar Profiles
Yue (Ethan) QuanYue (Ethan) Quan
IT Security Analyst at Bank Of HawaiiIT Security Analyst at Bank Of Hawaii
Laura TalarocLaura Talaroc
Operations Supervisor at Bank of HawaiiOperations Supervisor at Bank of Hawaii
Angela Marie PabloAngela Marie Pablo
Relationship Banker at BANK OF HAWAIIRelationship Banker at BANK OF HAWAII