Cyprian Aleks
Thousand Oaks
Summary
Dynamic Legal Assistant at Schwartz & Schwartz APC with a strong foundation in economics, specializing in drafting precise legal documents and managing comprehensive client records. Proven track record as an Investment Intern, contributing to the management of over $600 million in assets through strategic portfolio rebalancing and thorough market research. Previous experience as a Community Engagement Intern resulted in significant contributions to scholarship fundraising efforts exceeding $650,000. Committed to leveraging expertise in law and finance to enhance client satisfaction and drive organizational success while ensuring compliance with legal standards through meticulous attention to detail and effective communication skills.
Overview
7
7
years of professional experience
Work History
Legal Assistant and Accounting Support
Schwartz & Schwartz APC
02.2024 - Current
- Support attorneys in preparing legal documents, including income tax returns, estate plans, trust administration materials, and business formation filings.
- Organize and manage client records and databases while coordinating with clients to collect necessary documentation for tax, estate, and business-related matters.
- Perform general administrative tasks such as scanning, copying, filing, organizing, proofreading, preparing documents, handling phone calls, and data entry.
Investment Intern
Ameriprise Financial - Spach and Associates
01.2025 - 06.2025
- Performed portfolio rebalancing at a firm with over $600MM of AUM by analyzing asset allocations and creating trade proposals aligned with client goals and firm benchmarks.
- Researched investment opportunities, created Morningstar reports, and participated in market outlook meetings to assess trends impacting client portfolios.
- Developed weekly team meetings, providing updates on trading priorities, cash positions, interest rate movements, and overall market conditions.
Community Engagement Intern
The Amalfi Jets Charitable Foundation Inc.
11.2023 - 08.2024
- Developed and executed a program plan for the Local Community Development Initiative, including research, recruitment, event planning, and budgeting; ultimately reforming the lives of 9 individuals.
- Engaged fundraising team to manage financial budget to provide scholarships and support for future students, raising over $650,000.
Senior Guard
Conejo Recreation and Parks District-Aquatics
06.2018 - 08.2024
- Opened and closed the facility, ensuring all equipment and facilities were ready.
- Led a team of over 30 lifeguards and swim instructors while coaching swim teams, ensuring safety, optimizing performance, and fostering a culture of discipline, dedication, and teamwork.
Education
Bachelor of Arts - Economics
California Lutheran University
Thousand Oaks, CA05.2025
Skills
- Microsoft Office
- Data/Financial Analysis
- E-filing
- Attention to Detail
- Strong Organizational and Multi-Tasking Abilities
- Critical Thinking and Problem-Solving
- Excellent Written and Verbal Communication
- Strong Interpersonal and Teamwork Skills
- Fast learner
- Scheduling/Planning
- File organization
- Proofreading
Languages
Polish (Fluent)
Timeline
Investment Intern
Ameriprise Financial - Spach and Associates
01.2025 - 06.2025
Legal Assistant and Accounting Support
Schwartz & Schwartz APC
02.2024 - Current
Community Engagement Intern
The Amalfi Jets Charitable Foundation Inc.
11.2023 - 08.2024
Senior Guard
Conejo Recreation and Parks District-Aquatics
06.2018 - 08.2024
Bachelor of Arts - Economics
California Lutheran University