Name variants:
Elizabeth Jefferis
Last updated Jul 02, 2024
Contact Information
Workplace
Customer Success Manager
Novato, CA
Industry
Legal Services, Legal Services Office, Court Filing, Court Research, Service of, Offices of Lawyers
Colleagues
Work History
Customer Success Manager
1400 north Mcdowell Boulevard Ext, Petaluma, CA 94954
Jan 2019 — Jul 2020
Senior Paralegal
Draft legal documents and correspondence
Client intake via email and phone
File documents with court
Manage office billing and time entry
Maintain and update client files
Support famil...
Jan 2012 — Jan 2019
Corporate Vice President
1875 Lawrence St SUITE 300, Denver, CO 80202
Finance and Administration:
Support development, maintenance and tracking of budgets
Manage full-cycle GL including AP, AR, recurring journal entries, and monthly close process
Process p...
Jun 2010 — Aug 2014
Education
2011 — 2013
2010 — 2011
Occupations
Coordinator
Executive
Manager
Lawyer
Senior Paralegal
Chief Administrative Officer
Managers
Operations Manager
Paralegal
Chief Executive
Skills
Human Resources
Budgets
Leadership
Accounting
Microsoft Office
Customer Service
Online Marketing
Team Building
Fundraising
Recruiting
Mutual Funds
Strategic Planning
Finance
Equities
Asset Management
Project Management
Fixed Income
Event Planning
Microsoft Excel
Hedge Funds
Portfolio Management
Financial Modeling
Investments
Accounts Receivable
Asset Allocation
Management
Process Improvement
Financial Analysis
Alternative Investments
Powerpoint
Start Ups
Wealth Management
Public Speaking
Sdlc
Investment Advisory
Onboarding
Valuation
Payroll
Bloomberg
Investment Strategies
Investment Management
Series 7
Accounts Payable
FAQs about Bettina Jefferis
What's the profession of Bettina Jefferis?
This professional's job is Practice Coordinator
What jobs is Bettina a professional at?
Bettina Jefferis is proficient at Coordinator jobs.
Where does Bettina Jefferis live?
Bettina Jefferis lives in San Francisco, California.
Does the expert have the email address?
bj**@caltrust.com is Bettina's email address.
Where did Bettina Jefferis work?
The expert worked at One Legal, Law Office of Elizabeth Strasen.
What education does Bettina Jefferis have?
Bettina studied at the Dominican University of California from 2011 to 2013.
Are there any special industries, that Bettina Jefferis is connected to?
Bettina Jefferis works in Executive Office industry.
Are there any skills, that Bettina Jefferis has?
This person has such skills as Human Resources, Budgets, Leadership, Accounting, Microsoft Office, Customer Service, Online Marketing, Team Building, Fundraising, Recruiting, and Mutual Funds.