Legal Assistant (Paralegal) – Public Finance (Houston, TX)
We are seeking candidates for the position of Legal Assistant (Paralegal) within the firm’s Public Finance Practice Group located in our Houston, Texas office.
Position Summary: Legal Assistants in the practice group work as billing paralegals in coordination with the attorneys to provide skilled and substantive transactional legal services to the firm’s municipal utility district clients. 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 will have two or more years’ experience in a law firm, or related, setting with a direct background in public finance or drafting legal documents related to the issuance of bonds. Familiarity with special purpose entities (with particular focus on municipal utility districts) is plus. Consideration will be given, however, to entry-level/trainee candidates with strong academic credentials and proven writing skills from majors such as Communications, English, or other liberal arts fields. A writing sample, along with resume and cover letter, is required from all candidates.
Responsibilities and Duties: Day-to-day activities include:
- 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.
- Review new rules from the Texas Commission on Environmental Quality (TCEQ) and inform the Board of Directors.
- Assist with the renewal of various permits.
- Prepare documents for the districts’ annual tax exemptions and assessing the collection charges on delinquent taxes.
- Keep track of filing requirements, such as the Registration Form due at least every two years and the Water Loss Audit due every five years for the TCEQ.
- Review the Annual Financial Report (audit) and file with the appropriate parties.
- Provide documents for the required annual review of investment policies and investment strategies; prepare required certificate pages.
- Assist with the distribution of the Water Quality Reports.
- File the annual continuing disclosure due pursuant to Securities and Exchange Commission Rule 15(c)2-12.
- Assist with the annual setting of the tax rate, including preparation of the Order Levying Taxes and Amendment to the Information Forms; make sure the forms are properly filed.
- Assist with the annual Operating Budget for the districts’ operating funds.
- Maintain district files and permanent documents.
- Review and finalize correspondence.
- Record all billable hours on the firm’s tracking system timely.
Required Qualifications & Skills:
- Excellent knowledge of MS Office suite of programs and high competence in preparing documents in MS Word using a net-worked document management system (NetDocs).
- On-site training in Net Documents, LMS+ (the firm’s time-keeping program) and other IT systems will be provided
- Excellent listening, verbal and written communication, and grammar skills.
- A writing sample is required at the time of application form all candidates.
- Excellent organizational stills, 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 who might have complaints from time to time.
- College degree or paralegal certificate required.
Compensation is competitive based on experience.
Coats Rose is committed to fostering a healthy work-life balance and diversity in its workplace. Qualified candidates should submit cover letter, resume, and writing sample by email to Rex Zgarba, Director of Human Resources, at email@example.com and reference “Legal Assistant – Public Finance – Houston (Yale)” in the subject line.