Legal Assistant

Phoenix Investors
Milwaukee, WI

The Legal Assistant supports the Legal Department of a real estate development company with a primary focus on drafting and managing construction contracts (e.g., design, GC/CM, trade, and vendor agreements) and coordinating real estate/financing closings. The ideal candidate is detail-oriented, deadline-driven, and comfortable operating in a high-volume, fast-moving project pipeline.


Responsibilities

Construction Contracting

  • Draft, edit, and format construction-related agreements using company templates, including prime agreements (GC/CM), design professional agreements, trade/subcontractor agreements, purchase orders, change orders, and service/vendor agreements.


Closing & Transaction Support

  • Coordinate signatures, notarization, and document execution (including e-signature platforms such as DocuSign).
  • Draft and coordinate estoppels and SNDAs with tenants and lender’s counsel.
  • Order and track title commitments, surveys, zoning letters, and certificates, and coordinate curative deliverables.
  • Assist with UCC and lien searches/filings, good standing certificates, and entity documentation.
  • Track critical dates; compile closing binders and post-closing deliverables.


Process, Systems, & Collaboration

  • Interface with project managers, construction, development, and finance to align legal deliverables with project schedules.


Skills & Competencies

  • Drafting precision: Maintains excellent grammar and formatting; integrates negotiated changes cleanly.
  • Detail orientation: Tracks dozens of dates, exhibits, and requirements without losing the thread.
  • Project management: Uses proactive checklists, follows through, and manages deadlines.
  • Stakeholder communication: Uses clear, professional coordination across internal teams and external parties.
  • Issue spotting: Flags deviations from templates (insurance limits, indemnity, warranty, lien waivers).
  • Confidentiality & judgment: Handles sensitive information with discretion.


Qualifications

  • 2+ years as a legal assistant, contracts specialist, or paralegal role, preferably in real estate development or construction.
  • Strong experience with contract drafting/formatting.
  • Familiarity with title/survey processes, closing checklists, and entity documentation.
  • Proficiency with Microsoft 365 (Word styles/TOC, Excel trackers, Outlook, SharePoint/OneDrive) and e-signature platforms (e.g., DocuSign, Adobe Sign).


Preferred Qualifications

  • Experience with AIA forms and construction contract structures (lump sum, GMP, cost-plus).
  • Notary Public commission (or willingness to obtain).
  • Paralegal certificate or associate’s degree


Work Environment

  • Office-based


All salary estimates are provided by LinkedIn, not Phoenix. Phoenix is committed to offering a competitive salary based on experience.