Joel Wheeler
Manager at VG- Claim this Profile
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Bio
Credentials
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Diploma in International Finance and Administration
The Chartered Governance Institute UK & IrelandAug, 2022- Nov, 2024 -
Chartered MCSI
The Chartered Institute for Securities & Investment (The CISI)Jan, 2020- Nov, 2024 -
Certificate in International Finance and Administration
ICSA: The Governance Institute
Experience
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VG
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Jersey
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Financial Services
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100 - 200 Employee
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Manager
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Jul 2020 - Present
Joined VG as a Senior Trust Officer in September 2018, promoted to Assistant Manager effective 1st August 2020 and promoted to Manager effective 1st January 2023. - Assisting with the management of one of VG’s Wealth Structuring teams whilst servicing a complex and varied portfolio of clients including employee incentive arrangements, corporate structures and private client trusts. - Undertaking the duties and responsibilities of an authorised signatory. - Maintaining strong client relationships. - Developing and enhancing VG’s employee incentives and corporate offering. - Signing of board memos for trusts and companies ahead of meetings and drafting and reviewing minutes. - Reviewing constitutional documentation for trusts and companies including trust deeds, loan agreements, nominee agreements, share supply agreements and deeds of retirement and appointment. - Assisting with projects. - Working closely with referrers, law firms, tax advisors, investment analysts, brokers, registrars and custodians. - Attending local and overseas conferences, events and seminars. - Mentoring other employees of VG.
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RBC
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Canada
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Banking
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700 & Above Employee
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Senior Officer - Trustee & Client Relationships
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Jun 2016 - Aug 2018
Working for RBC Corporate Employee and Executive Services as a Senior Officer within the Trustee & Client Relationships team.- Administering Employee Benefit Trusts, Pension Plans (Pre and Post A Day) and Deferred Remuneration Schemes.- Focus mainly on cash based arrangements. - Processing grants and vesting of awards.- Reviewing and processing customer due diligence of global participants.- Assisting the senior manager and tax advisors with HMRC settlement in respect of 2019 loan charge.- Keeping on top of changing legislation.- Promoted from Trust Officer in September 2017
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Corporate Actions Administrator
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May 2014 - Jun 2016
Working within the Offshore Securities Services department in the Corporate Actions team.- Processing and administration of Corporate Action events across global markets.- Calculation of entitlements and foreign exchange transactions.- Writing, updating and reviewing of procedures and processes.- Investigating and resolving stock and cash reconciliation breaks.- Training of new team members.- Project work.- Handling and resolving queries daily.
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SG Kleinwort Hambros
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United Kingdom
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Financial Services
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300 - 400 Employee
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Trust Administrator
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Sep 2012 - Apr 2014
Working within the Corporate Fiduciary department in Employee Incentive Services. - Maintaining and running various types Employee Benefit Trusts and Pension plans. - Processing option exercises. - Liaising and communicating with clients daily. - Preparation of minutes. - Processing cash payments, stock entitlements and tax liabilities. - Initial preparation of Financial Statements. Working within the Corporate Fiduciary department in Employee Incentive Services. - Maintaining and running various types Employee Benefit Trusts and Pension plans. - Processing option exercises. - Liaising and communicating with clients daily. - Preparation of minutes. - Processing cash payments, stock entitlements and tax liabilities. - Initial preparation of Financial Statements.
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