Operations Coordinator, Client Services — Growth Training

Forgent Ltda.; Augusta (ME); On-site; USD 55,000 - 130,000; Full time

Job summary

Forgent Ltda. in Maine seeks two operations coordinators to support financial advisors with portfolio administration, custodial paperwork, and account maintenance. You’ll work from a historic office in Maine, following precise playbooks for Schwab, life, and annuity applications.

This high-volume role rewards coachability and consistency in process-driven work. You’ll be in a front-facing, in-office team, handling deadlines, follow-up, and policy-driven tasks, with clear path to leadership as

Qualifications

• Some operations experience.
• Demonstrated coachability and ability to follow processes.
• Sharp attention to detail.
• Ability to work in office five days a week in Maine.

Responsibilities

• Own portfolio administration and custodial paperwork tasks for advisors.
• Handle account maintenance and securities applications (Schwab, life and annuity) via playbooks.
• Follow precise processes to ensure accuracy and timely completion.
• Support advisors and coordinate with teams to maintain high-volume workload.

Skills

Operations experience

Coachability

Attention to detail

In-office 5 days/week

Job description

Forgent Ltda. in Maine seeks two operations coordinators to support financial advisors with portfolio administration, custodial paperwork, and account maintenance. You’ll work from a historic office in Maine, following precise playbooks for Schwab, life, and annuity applications.

This high-volume role rewards coachability and consistency in process-driven work. You’ll be in a front-facing, in-office team, handling deadlines, follow-up, and policy-driven tasks, with clear path to leadership as