About Us

Careers

A Better Career

Forensic genealogy isn’t a solo effort—it takes a dedicated team to deliver superior results. At HeirSearch™, we offer competitive wages, comprehensive benefits, and the opportunity to learn from some of the best in the business.

We’re always looking for enthusiastic and motivated people to join our experienced, friendly team. Our team members include the best Researchers, Account Managers, and Administration staff in the industry.

Current Openings

Research Assistant

Why Join Us?

At HeirSearch, we offer competitive wages and the opportunity to learn from some of the best in the business as well as some of the following extras:

• Annual Cost of Living Adjustment
• Long Service Awards
• Social Committee events and gifts
• Charitable giving programs
• Increasing Vacation scale linked to length of service

The Research Assistant is responsible for supporting the Researchers by obtaining, organizing, and collating documents and information to support and facilitate all functions of the research process.

The Research Assistant is depended upon to proactively track progress and conduct follow-up on requested tasks and information, as well as to keep Researchers up-to-date on such.

DUTIES & RESPONSIBILITIES MAY INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING:

1. Order research-related documents and follow up on delivery status.
2. Run research reports; write document request letters.
3. Proofread Researcher's reports; add genealogical chart data; number and copy exhibits.
4. Finish and print family tree documents for research binder, add company branding and attach in SalesForce.
5. Scan final reports and documents and attach into case file in SalesForce.
6. Reduce errors and omissions by clarifying details with Researchers.
7. Enter all disbursements and conduct monthly reconciliation for notary, Visa bill, external researchers and document requests, and forward invoices to accounting.
8. Schedule notary, prepare all necessary documentation for the visit and enter ail appropriate documents and disbursements afterwards.
9. Research new resources; continuously update old resources including data entry.
10. Review and fax/email/mail client correspondence; make arrangements for shipping and mailing.
11. Create and update workflow and training materials for all research assistant processes.
12. Proactively help Researchers in any other tasks that may free up more Research time.
13. Conduct Specialty Items Inventory each month.
14. Maintain office calendar on company intranet by updating for vacations, holidays, and absences.
15. Create and update lunchroom cleaning schedule and send reminders to staff.
16. Order office supplies and set up desks for new hires.
17. Provide lunch and vacation coverage for Reception when necessary.
18. Undertake other tasks as assigned by the Research Manager, Department Leaders or General Manager.

EDUCATION:
Must have completed secondary education. Some post-secondary education preferable.

EXPERIENCE:
One-year general office experience required. Legal Assistance experience an asset.

KNOWLEDGE:
Intermediate knowledge of MS Office (Word, Excel, Outlook), Windows Operating System, and basic office equipment (fax, copier, printer) is required.

BUSINESS WRITING:
Must have strong business writing skills, professional writing style and ability to convey important information clearly and concisely. Must be able to proofread detailed documents and correct sentence structure, punctuation and spelling, as well as identify errors and omissions in content.

COMMUNICATION:
Must have professional communication style and telephone manner.

ORGANIZATION SKILLS:
Must be able to develop and follow systems and processes for easy access and retrieval of thorough and detailed information.

OTHER:
Multi-tasking, prioritization and time-management skills. Follow instructions and base decisions on current practices.

About HeirSearch:

HeirSearch is a rapidly growing Metro Vancouver-based heir search firm that has been locating missing heirs since 1967. Our organization provides an essential fiduciary service as part of a unique market niche to the legal and banking communities as they settle trusts, estates, and other legal matters.

Please include a cover letter and CV upon application.

Job Types: Full-time, Temporary for 12 months with possibility of position becoming permanent.

Junior Account Manager

About the job

HeirSearch is seeking a Junior Account Manager to join the team!

Reporting to the Business Development Manager, the Junior Account Manager will secure sales from existing and prospective customers through a B2B and solution based consultative selling approach. You are driven to provide a high level of customer service and provide the HeirSearch client with the highest level of professionalism while closing sales and reaching monthly sales goals.

Why HeirSearch?

We offer:

• Professional Development
• Extended Health Benefits, Dental, Vision, Life Insurance
• On site Parking
• Permanent Full time Employment

Key Responsibilities:

• Responds to and qualifies assigned leads in the set timeframe
• Secures sales from existing and prospective clients to reach and exceed monthly sales goals
• Manage client’s expectations and deliver a positive customer experience to ensure repeat and referral business
• Assemble accurate and complete information to enter and track in Salesforce CRM system
• Sales project participation as assigned from time to time

Work Environment:

• Office Environment
• Client interaction via telephone and e-mail
• Ability to work as an individual and within a team environment
• Travel is not a requirement but may be a future opportunity

Qualifications/Skills/Attributes:

• Post-secondary education in Sales, Marketing, Business or equivalent years of experience preferred
• Minimum of 1 year inside sales or telephone customer service - with legal and/or financial institution experience considered an asset
• Basic knowledge of MS office: Outlook, Excel, Word & PowerPoint, Salesforce (or like CRM system)
• Able to multi-task and work in a fast-paced environment
• Excellent verbal and written communications skills
• Self-motivated with a high desire to learn and succeed
• A good understanding of the sales cycle with the ability to be flexible
• Builds relationships (both internal and external) based on trust, respect and confidence

About HeirSearch

HeirSearch is a rapidly growing Metro Vancouver-based heir search firm that has been locating missing heirs since 1967. Our organization provides an essential fiduciary service as part of a unique market niche to the legal and banking communities as they settle trusts, estates, and other legal matters.

Please include a cover letter with your attached CV upon application.

General Inquiries

From time to time as our company grows, we seek enthusiastic and motivated individuals to join the HeirSearch team.

Our team members include: Researchers, Account Managers, and, Administration staff.

Meet the Team

Learn More