Duties and Responsibilities

Our Operations Assistants are an integral part of the Bradley, Foster & Sargent team. Although they typically will not have direct access to clients, they nonetheless provide valued support services to the investment and technical professionals in the firm which, in turn, benefits our clients. Their primary responsibilities include daily reconciliation of transactional activity, calculation of account performance, processing of payables and general back-up support for the Portfolio Assistants.

Pamela A. Willis Operations Assistant Education: Manchester Community College AS, Early Childhood Education

Mrs. Willis joined Bradley, Foster & Sargent as an Operations Assistant in June, 2005. Before joining the Company, Pam worked for 25 years in the investment and financial services industries. Her responsibilities included a variety of operational and administrative support functions.