Research Associate

Longevity Holdings; Fort Washington (Montgomery County); Hybrid; USD 29,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

Company-paid life insurance

Short & long-term disability

Generous PTO

Paid holidays

Floating holidays

Summer hours: half day Fridays

Career development funds

Job summary

Longevity Holdings is seeking Research Specialists to review obituaries, public records, and mortality data to identify family relationships. The role focuses on accurate, high-volume processing and verification across multiple sources.

Hybrid work near Fort Washington, PA, with training and career development support. A Bachelor's degree is preferred, and proficiency with Microsoft Office is valued for daily tasks and client reporting.

Qualifications

• Bachelor's degree preferred; related fields accepted.
• Experience using Microsoft Office products.
• Strong analytical and research skills.
• Ability to work independently and as part of a team.

Responsibilities

• Review obituaries, death notices, and public records to identify potential family relationships.
• Research and verify mortality status using multiple data sources.
• Analyze information from multiple sources to establish family connections.
• Collaborate with team members to ensure timely and accurate results for clients.
• Maintain a high degree of accuracy while managing a fast-paced workload.
• Perform other duties as assigned.

Skills

Analytical thinking

Research skills

Attention to detail

Communication

Teamwork

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Are you naturally curious? Do you enjoy solving puzzles, uncovering hidden connections, researching family histories, or digging through historical records to find answers? Berwyn is seeking detail-oriented and analytical individuals to join our expanding team of Research Specialists.

This is an entry-level position designed for individuals who are eager to develop professional research and investigative skills. Previous experience in genealogy, public records research, or mortality verification is not required. We provide training and support to help you succeed.

We are seeking candidates who possess strong analytical abilities, intellectual curiosity, attention to detail, and a genuine interest in uncovering information through research. Recent graduates and individuals with academic backgrounds in Business, History, English, Political Science, Journalism, Library Sciences, or related fields are encouraged to apply.

Success in this role is driven by critical thinking, reading comprehension, research aptitude, and the ability to efficiently process a high volume of information while maintaining accuracy.

What You’ll Do

• Review obituaries, death notices, and public records to identify potential family relationships and heirs.
• Research and verify mortality status using multiple data sources.
• Analyze information from both traditional and non-traditional resources to establish family connections.
• Investigate and reconcile conflicting information through careful research and critical thinking.
• Maintain a high degree of accuracy while managing a fast-paced workload.
• Collaborate with team members to ensure timely and accurate results for clients.
• Perform other duties as assigned.

What Makes Someone Successful in This Role

• Interest in history, genealogy, family lineage, or investigative research.
• Enjoyment of solving puzzles and connecting pieces of information from multiple sources.
• Strong attention to detail and organizational skills.
• Ability to think critically and draw conclusions from limited information.
• Adaptability and a willingness to learn new research methods and tools.
• Strong written comprehension skills and the ability to review large volumes of information efficiently.
• Ability to manage a high-volume caseload while maintaining quality standards.

Preferred Skills:

• Bachelor's degree preferred; majors such as Business, History, English, Research, Library Sciences, Genealogy, or related fields are highly applicable.
• Experience using Microsoft Office products.
• Strong analytical, problem-solving, and research skills.
• Ability to work independently and as part of a team.

Performance Expectations

This is a production-focused research position requiring both speed and accuracy. Successful team members are able to efficiently review and analyze a high volume of records, with productivity goals given each day while maintaining quality standards.

Hybrid, must live near or able to commute to the Fort Washington, PA office 1 day per week (Wednesdays)

A few benefits offered for full-time roles include:

• Comprehensive health insurance, dental insurance, and vision coverage
• Company-paid life insurance, short and long-term disability insurance
• Generous PTO, paid holidays, and floating holidays
• Summer hours: Participating employees will enjoy a half day every other Friday
• Investment in career development including LinkedIn Learning and professional development funds

The base pay range for this role is $20.50 - $25.50/hour. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Longevity current has offices in these locations: Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Rockville, MD, Independence, OH, and Omaha, NE.

Longevity Holdings, Inc. is committed to providing equal employment opportunity to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Longevity Holdings, Inc. complies with all applicable laws governing nondiscrimination in employment and is committed to ensuring equal opportunity in all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and termination.

In addition, Longevity Holdings, Inc. maintains affirmative action programs to employ and advance in employment qualified individuals with disabilities and protected veterans, in accordance with applicable federal law. These programs are designed to ensure equal employment opportunity and to promote accessibility and inclusion in the workplace.

Longevity Holdings, Inc. is committed to making employment decisions based on valid job-related requirements and to maintaining a workplace free from unlawful discrimination and harassment.

Other Items To Note

• Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
• No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/