Public Finance Paralegal: Bond Docs & Board Meetings

Top Echelon Software, LLC; 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

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