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Conflicts Researcher

Job in Costa Mesa, Orange County, California, 92626, USA
Listing for: Baker Brand
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below

The Conflicts Researcher is responsible for identifying potential conflicts of interest for all of the Firm’s new business and new hires. The ideal candidate is self-motivated, analytical, and detail-oriented, with a strong client service approach.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following.

  • Perform conflict of interest searches for clients, matters, new hires and upon request; prepare clear and concise reports while using appropriate judgment to filter data to be included in results.
  • Conduct factual research to identify potential conflicts and as well as the accuracy and quality of other relevant data using internal and external resources including, but not limited to, Firm databases, outside vendor resources and internet sites.
  • Review submitted data for new client and client/matter acceptance. Research accuracy and quality of information as well as potential client relationships.
  • Develop and maintain expertise in Elite and any other software necessary to perform job functions.
  • Provide telephone assistance and respond to inquiries from other staff members and end users regarding conflict of interest checks, client/matter status and end-user system support.
  • Other duties as requested and assigned.
QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION/EXPERIENCE

A four‑year degree is preferred; equivalent experience will also be considered; 2‑4 years of experience in analyzing legal documents for conflicts of interest triggers or other legal conflicts of interest experience desirable.

TECHNICAL SKILLS
  • Demonstrated proficiency in Microsoft Office Suite including Word, Outlook, Excel, and PowerPoint.
  • Proven aptitude to learn new software applications.
  • Strong Internet research skills. Demonstrated ability to use legal and financial research systems.
  • Prior experience in utilizing D&B Family Tree Finder, Elite 3E or other automated conflicts systems preferred.
LANGUAGE SKILLS
  • Ability to communicate with end users and other department staff members.
  • Ability to effectively present information in one‑on‑one and small group situations to all levels of professional and support staff.
  • Ability to write simple correspondence and routine messages.
  • Ability to read and comprehend simple instructions, short correspondence and memos.
MATHEMATICAL SKILLS
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Ability to interpret an extensive variety of instructions and deal with several abstract and concrete variables.
  • Exhibit independent thinking and decision making.
  • Ability to interpret an extensive variety of instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Ability to think strategically, develop tactics and execute pragmatically.
OTHER

SKILLS and ABILITIES
  • Demonstrated ability to multi‑task and be detail‑oriented with strong organizational skills.
  • Strong analytical and communication skills both oral and written.
  • Excellent organizational and planning skills with ability to prioritize multiple tasks and projects to meet deadlines.
  • Ability to work with little supervision and collaborate with other members of the team.
  • Ability to exercise discretion with confidential and sensitive information.
  • A strong client service approach and team orientation.
PHYSICAL DEMANDS
  • While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, documents, books, pen/pencil, paper, controls and manipulate a keyboard, and input data into a PC; and talk or hear.…
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