Paralegal - Banking and Finance

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 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.
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).
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.
Prepare documents for the districts' annual tax exemptions and assessing the collection charges on delinquent taxes.
Provide documents for the required annual review of investment policies and investment strategies; Maintain district files and permanent documents.
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.
• Writing sample will be required to secure an interview.
• 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; Our areas of expertise include Legal, Mortgage, Banking, Sales, Marketing, Accounting, Information Technology, Human Resources, Administrative, Oil & Gas, and Engineering.
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