The Expatriate Group Inc.

CAREERS ....

....Resumes Welcomed.....

Our clients are mainly Canadians, in Canada or overseas, working, retiring or investing globally. We help our clients organize, simplify and understand their taxes and finances so they make intelligent decisions about their money. We ultimately help them feel financially secure and independent, so they can sleep at night and feel they are in control of their lives. We've accomplished this by positioning ourselves as our client's "Personal Chief Financial Officer". Through an interactive educational approach, we meet with our clients on a regular basis and help our clients establish goals, implement action plans, and monitor investment growth.

Our clients appreciate the caring & personal attitude and service commitment that our employees have with each client. We've been there!

For more information on our company, please read our experience or the background on our current team.

Applicants who have not thoroughly reviewed our website will not be considered

Current Openings

	POSITION	DESCRIPTION	OPENING
	Paraplanner/Market Asst.	Client Contact and Meeting Reports
	Data Entry Office Asst.	Contact Mangement, Data Entry, Processing, Office Duties
	Office Assistant P/T	Filing, Mail Room, Staff Backup, Telephone, update client records.
	Client Service Asst.	Client Service and Marketing
	Insurance Coordinator	Insurance sales and processing to clients.
	Fund Processing Assistant	Processes Fund purchases and clients services.
OPEN	Tax Return Coordinator / Invoices	Preparation/Coordination of tax returns and invoicing
	Service Assistant	Domestic & International Fund Processing
	Global Sales Assistant	International Client / Prospects

We would like to thank all individuals for their interest in The Expatriate Group. Only those candidates selected for an interview will be contacted. Please no calls. Please email or fax resume, references and salary range and why you wish to work for our firm, to Careers Manager, The Expatriate Group Inc. at careers@expat.ca, fax 403-294-1222.

Position Descriptions

Office Assistant (Part-Time)

Exceptional entry level opportunity in a fast paced, small office. We are seeking the right person who is service oriented and who enjoyed global travels. Duties include general office duties, consierge duties, filing, assembly of client reports for meetings, calling clients to update client data and demonstrates the ability to work with minimum supervision. We require organizational skills, basic MS Office w. good outlook/email knowledge, minimum 40 wpm typing, good telephone skills, enthusiasm & humour. On resume please note experience processing, numeric keyboard speed, contact management software, investment or insurance interest or work experience and global travels. Team cross-train for upward mobility in mutual fund knowledge, Bill Good contact management/marketing, data and fund processing, personal tax return and invoice assistance ie. back up for a small office. We hire for attitude and train for skills. Part-time position 20-30 hours a week, flex hours 3-4 days a week. This position will appeal to either a part-time student or stay-at-home mom that wishes additional experience or to keep busy in helping service our clients world-wide. You may be an experienced professional, but realize that this is an entry level position with corresponding entry-level salary expectations.

Please note the following 7 areas of experience in your resume:

MS Office, handling email, internet knowledge as well as any other computer skills
Typing accuracy and speed
List one course you have taken this year to upgrade your personal or professional skills
Financial / Investment/ Insurance interest
Client service (telephone contact)
Salary range per hour, contract term position
Prior domestic or international traveling/living experience/interest an asset

Client Service Assistant (CSA)

Full time position. An exceptional JR. level career opportunity in processing to extending to client marketing. We hire for attitude and train for skills.

As a key member of Canada's leading one-stop tax/financial planning/investment service, we are seeking an enthusiastic individual with proven self-motivational, communication, strong organizational & team oriented skills, adaptable to change and who wishes to proceed past routine institutional duties with cross-training. You enjoy processing, funds and wish to extend your experience to increased client contract.

From 2-3 daily referrals, you will assist us to increase referral or client contact and assets. We have over 1000 clients in 50 countries including many in Canada, USA and Mexico. You are interested in building a long term client relationship within a small dynamic entrepreneurial firm. You will have an interest in the financial/investment fields. Perhaps you have offered support to top producers, but prefer a small business financial planning environment where you can develop personally and see changes happen to assist marketing to current client/prospect base. A long term commitment is required, as well as enthusiasm, attitude and drive within a team environment for personal and corporate growth, is more important to reward you for services beyond a routine 8AM to 5PM day. A friendly telephone and email rapport with clients and propects is required. Reporting to the President, you'll employ strategies to call and service referrals moving overseas and to Canadian overseas clients, using Bill Good Marketing support/seminars and contact management. You will meet both with clients also our corporate contacts to increase our referral base. Through team meetings you will be able to update and influence corporate direction. Salary, commission and profit-sharing. Organizational small seminar experience an asset.

Please note the following 6 areas of experience in your resume:

Proficient software and internet
One year processing experience - web and paper based. Experienced or training on Assante Financial Management processing and RPM/Power Rep on line processing
Bill Good client service software, Gorilla 4.x, direct mail marketing to clients & seminar organization (additional training available)
Client Sales: contact (telephone, mail), seminar organization experience for managed porfolio
Financial, Investment, Insurance, Tax interests or any IFIC mutual fund registration, Financial Planning courses/registration
Prior overseas travel/living experience, "You've hiked through Asia, Africa or Europe?"
List one course you have taken this year to upgrade your personal or professional skills.
Salary range including bonus

Email or fax resume, references and salary range to The Expatriate Group Inc. at careers@expat.ca, or fax (403) 294-1222

Paraplanner/Marketing Coordinator Currently Filled

Please note the following 7 areas of experience in your resume:

Ms Office, proficiency in Microsoft Word and Outlook with Web & Internet navigation and correspondence.
Client Contact Management experience, Bill Good marketing or other.
Client Marketing: through telephone, mail, seminar organization, calling to set appointments, managed portfolio familiarity.
Processing forms ie. fund processing web or paper based. Experience with Assante Financial Mgmt-Action or other fund processing system.
Sales marketing, mail and telephone contact, clients and prospects including corporate clients plus service calls. How comfortable are you talking to clients over phone or during annual review updates.
List one course you have taken this year to upgrade your personal or professional skills.
Why do you think that the Expatriate Group should hire you, ie. what benefit to you and what benefit to the company.

Data Entry Assistant/Office Assistant
Looking to make a difference in a small global financial planning firm? We hire for attitude and train for skills. If you are keen and interested in training for Bill Good Contact Management system including client mail/email contact and cross training we are interested in you. This is an entry level position for an eager individual who is willing to work to get the job done. Skills required: computer/email literate, good telephone skills, accurate typing for data entry of financial planning notes with attention to detail and managing mail marketing campaigns and assist processing. You need a good working knowledge of Microsoft Word and Excel, basic web skills, contact management software and general office assistance. Flex, occasional shifts during mail campaigns. Opportunity to grow with fund processing. An interest in the financial services and prior travel experience is beneficial. General office duties/ filling. Exceptional computer software maintenance and service skills. Base salary with profit sharing and training.

Tax Return Coordinator / Invoice Preparation OPEN
Full-time employment, replacing current part-time. Join a leading Canadian one-stop global tax/financial planning/investment team to service clients in Canada and overseas. You are adaptable to change with attention to detail, cross training growth potential for retirement planning & asset management risk analysis using PlanPlus. Require tax return experience either tax preparation for CA or processing for CA using Greenpoint Tax software & invoice support, with data input for client investment plans. Investment interest an asset. Good attitude and able to work independently while adding value to client tax and international tax requirements. You will be required to do simple Canadian tax returns and coordinate with external international tax accountants. Profit sharing and bonus for exceptional commitment beyond 40hrs/week.

Please note the following 5 areas of experience in your resume:

Tax return. Preparation./processing minimum 1 yr.- H & R Block Tax Return checker/prep. & Accounting software & support to CA's, Invoices, accounts - receivable experience
Prior overseas travel/living experience an asset
Recent software & internet technology, data input speed & management
List one course that you have taken this year to upgrade your personal or professional skills
Client service data management, software mangement

Email or fax resume, references and salary range to The Expatriate Group Inc. at careers@expat.ca, or fax (403) 294-1222

Jr. Office Assistant OPEN
Full-time employment position fund (optional part-time flex term 15-25 hours/week). Entry-level position. Training in Mutual Fund processing and data entry available.

This position, will appeal to a hands on service support individual having accurate and fast data entry and processing skills. Reporting to the President, this position will assume responsibilities in processing and office procedures. Enthusiasm, friendly, sense of humour with positive attitude for personal and corporate growth an asset. You will be expected to accurately process applications, enter data and verify funds and securities managed or not managed by our group, but as part of financial planning asset tracking. Follow up calls to service client problems and requests will be required. Currently we have daily downloads for client Canadian funds employing the RPM system. General office duties, fielding client calls. You are adaptable to change and interested in upgrading to client risk analysis and paraplanning. A keen interest in email, computer hardware and software would be an asset. Additional cross-training as back-up to other positions. In addition you will have the opportunity for direct mail marketing and to call/service domestic and overseas clients.

Please note the following 7 areas of experience in your resume:

Advanced software, internet, and database experience
Bill Good contact management or equivalent experience
Financial/Investment interest or processing
List one course that you have taken this year to upgrade your personal or professional skills
Client service experience
Processing. On-line, familiarity with Assante, PowerRep/RPM or other systems
Mutual Funds - licensed (IFIC) or pendingPrior travel/living experience an asset. "You've hiked through Asia, Africa or Europe?"

Email or fax resume, references and salary range to The Expatriate Group Inc. at careers@expat.ca, or fax (403) 294-1222

We thank you for your interest and your resume. We will contact you if we deem you may be a good fit. No phone calls please....