Tucker Distributors Enterprise Limited

Prepared and reviewed investment accounting records for fixed income and equity portfolios, ensuring accuracy and compliance with accounting standards. Recorded and analyzed investment transactions, performed reconciliations, and prepared monthly and quarterly investment reports.

Prepared detailed monthly and quarterly investment performance reports analyzing portfolio returns, valuation movements, and asset allocation trends for senior management review. Supported portfolio modeling and collaborated with the Finance Manager on enhancing investment reporting documentation.

Reconciled client and clearing transactions, investigated discrepancies, and resolved complex exceptions to ensure accurate fund records and operational efficiency. Supported daily fund and banking operations, prepared reconciliation reports, and maintained fund records for regulatory compliance.

Ensured all monthly and annual payments for recurring expenses were accurately paid in a timely manner and prepared monthly NIS, Health Surcharge and PAYE payments for employees. Verified the accuracy on invoices, items received, information on system and time sheets to prepare fortnightly payroll.

Tracked and managed cash flows and fund allocations using advanced Excel formulas. Prepared pertinent reports and assisted with client queries and requests, and used Microsoft Power Automate to improve efficiency of high volume tasks.

Generated leads and increased acquisition, maintenance, and retention of assets under management. Advised potential clients on suitable investment products and strategies, and monitored and updated clients on investment performance.

Converted leads to customers for motor and homeowner's insurance policies. Assisted in developing and implementing sales strategies and setting targets, and ensured customers were well informed of policy limits, benefits, and liabilities.

Processed claims adjudication to facilitate the smooth transition to a new system. Processed daily ACH payments and cheque printing in parallel to ensure payments balance, and liaised with insurers for co-ordination of benefits.

Provided customer service support in a benefits administration context.

Assisted with employee benefits administration and support.

Assisted with pricing activities in a wholesale environment.

Participated in a technical/engineering internship program.

Registered as a CFA Program Candidate for the November 2026 exam.

Grade: First Class Honours

BSc Accounting and Finance with First Class Honours, covering accounting and finance topics.

Completed State Licensing for General Insurance Business.

Grade: B, B, C, D

Completed AS Levels in Economics, Accounting, Applied Business, and English Language & Literature.

Grade: 1, 2, 3

Completed CSEC subjects including Principles of Business, Accounts, English, Mathematics, Technical Drawing, and Physics.