Paralegal - Public Finance 69628

R.L. Barclay & Associates; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer matching

Paid Holidays

Paid Time Off

Paid Parking

Job summary

R.L. Barclay & Associates is seeking an experienced Public Finance Paralegal to support Houston-area municipal district clients with transactional legal services. You will work with attorneys, board directors, and outside consultants to prepare bond documents, agendas, and minutes for district meetings.

The role emphasizes strong writing, organization, and familiarity with district governance. A 4-year degree is required, paralegal certification a plus, and overtime may be required for evening

Qualifications

• Requires high level proficiency in Microsoft Office 365 suite and Word.
• Familiarity with NetDocuments, LMS+ and Adobe Acrobat Pro is a plus.
• Excellent listening, verbal and written communication; writing sample may be required.
• Strong organization with ability to meet multiple deadlines and details.
• 4-year degree required; paralegal certificate a plus.

Responsibilities

• Attend Board of Directors meetings for municipal district clients and note actions.
• Draft agendas, orders and resolutions for Board meetings and multilingual election materials.
• Ensure proper meeting procedures and avoid improper executive sessions.
• Prepare minutes of Board meetings and liaise with directors and consultants.
• Prepare bond documents and transcripts, assist with filing to Texas AG for review.
• Prepare annexation documents and manage district applications for approvals.
• Review current legislation and advise Board on new regulations.
• Assist renewals of permits and prepare district tax exemption documents.
• Prepare investment policy documents and related certificate pages.
• Maintain district files and handle client billable hours in the system.

Skills

Legal drafting

Client communication

Organizational skills

Meeting coordination

Attention to deadlines

Written grammar skills

Paralegal coordination

Education

4-year degree

Paralegal certificate

Tools

Microsoft Word

NetDocuments

LMS+

Adobe Acrobat Pro

Job description

Our client, a Houston area law firm, has a new opportunity for an experienced Public Finance Paralegal.

The Paralegal will work in coordination with attorneys to provide skilled and substantive transactional legal services to the practice group's clients, which include municipal utility districts (MUDs) and other special purpose districts located throughout Texas. The work regularly involves direct client contact through work with the district's governing board of directors and the district's professional, outside consultants. The work sometimes requires overtime with evening meetings that take place at the location of the districts; reliable, personal transportation is a requirement of the job.

The ideal candidate should have the desire to learn the drafting legal documents related to the issuance of public financing bonds and working with governing (public or private) corporate boards. Familiarity with special purpose entities (with particular focus on municipal utility districts) is a plus. Candidate should have strong academic credentials and proven writing skills with undergraduate degrees in majors such as Communications, English, Writing, or other liberal arts fields.

Responsibilities:

• Attend meetings of the Board of Directors of the firm's municipal utility district clients and take notes of all board actions and decisions.
• Draft and prepare agendas, orders, and resolution required for Board of Directors meetings and prepare multi- lingual agendas for election matters (outside translation services are used).
• Ensure that the Board of Directors follows proper legal procedures at meetings (such as no entering into executive session inappropriately).
• Prepare minutes of the Board meetings.
• Interact with the Directors of the districts as well as the other consultants for the districts, including engineers, operators, bookkeepers, and tax assessor/collectors.
• Prepare required bond documents and assemble into a transcript of proceedings and assist in submission to the Attorney General of Texas for review prior to the district's issuance and selling of bonds.
• Prepares documents for obtaining the approval for annexation of land to districts and administers the applications for such approval.
• Review memoranda regarding current legislation and inform the Board about new regulations.
• Assist with the renewal of various permits.
• Prepare documents for the district's annual tax exemptions and assessing the collection charges on delinquent taxes.
• Provide documents for the required annual review of investment policies and investment strategies; prepare required certificate pages.
• Maintain district files and permanent documents.
• Review and finalize correspondence.
• Record all client billable hours on the firm's tracking system timely.

Requirements:

• Requires high-level proficiency in Microsoft Office 365 suite of software applications and competency in preparing documents in Word using a networked document management system.
• Familiarity with NetDocuments (document management system), LMS+ (client billing system), and Adobe Acrobat Pro a plus.
• Excellent listening, verbal and written communication, and grammar skills. Writing sample will be required to secure an interview.
• Excellent organizational skills, with ability to attend to multiple deadlines and details.
• Ability to work with a wide variety of professional personnel with professional questions.
• Ability to professionally and courteously respond to customers of client-districts.
• 4 year degree is required, paralegal certificate a plus.

Benefits include medical, dental, vision, life and disability insurances offered; 401(k) retirement plan (with employer matching and discretionary, yearly plan profit- sharing); Paid Holidays; Paid Time Off; Paid Parking. 37.5 hour work week.

Please reference job #69628.

About R.L. Barclay & Associates

Founded in 2012, R.L. Barclay & Associates has earned a strong reputation in the recruiting industry by consistently placing top-tier talent across a broad range of disciplines. Our areas of expertise include Legal, Mortgage, Banking, Sales, Marketing, Accounting, Information Technology, Human Resources, Administrative, Oil & Gas, and Engineering.

R.L. Barclay & Associates has successfully placed hundreds of experienced professionals in law firms and corporations throughout Texas, as well as in multiple states nationwide. To learn more about our company and the current openings in our network, please visit www.rlbarclay.com.