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IT Support/Project Coordinator
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Run outreach and discovery calls with independent advisors to understand their current email platform and domain configuration.
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IT Support/Project Coordinator

Devengine
Remote

Apply Now

Job details

Contract

Skills

English
Change management
DNS
Financial services

Full job description

Remote - Canada

Contract

Our client is a Canadian wealth management firm that works with a large network of independent financial advisors. As part of a firm-wide compliance initiative, they're rolling out a new email auditing and archiving solution across that network, which requires a number of advisor email domains to be migrated onto supported platforms ahead of a fixed compliance deadline.

You'll work directly with non-technical users to assess how their email is currently set up, explain what needs to change and why, and walk them through the process of moving to a compliant provider. It's a hands-on migration coordination role. You'll own a high volume of parallel, relationship-driven conversations and keep them all moving against a hard, non-negotiable deadline. The work suits someone who can hold a patient, friendly conversation one minute and troubleshoot an MX record the next.

The contract is fully remote and open to candidates located anywhere in Canada. 6-month contract term.

Responsibilities:

Advisor Outreach & Discovery

Run outreach and discovery calls with independent advisors to understand their current email platform and domain configuration.
Explain, in plain and non-technical language, why their existing setup doesn't meet compliance requirements and what their options are.

Migration & Technical Support

Guide advisors through migrating to Microsoft 365 or Google Workspace, including the basic configuration of journaling and archiving rules required by the compliance solution.
Troubleshoot domain, DNS/MX record, and mailbox configuration issues as they surface during migration.

Tracking, Escalation & Reporting

Track migration status across all advisor domains and flag at-risk or resistant accounts.
Escalate non-responsive or non-compliant advisors according to the client's escalation process.
Manage the overall volume so that no account slips through against the deadline.

Mandatory Requirements:

Excellent written and verbal English, with a real ability to explain technical and compliance concepts clearly to non-technical users.
Working knowledge of Microsoft 365 and Google Workspace administration — mailbox setup, domain verification, MX records, and journaling/mail flow rules.
Comfort managing a high volume of concurrent stakeholder relationships under deadline pressure.
Experience with change management, onboarding, or migration-style project work; this role is as much project coordination as it is technical support.
Availability to start within approximately one week.

Nice-to-Have:

Familiarity with Global Relay or a similar email archiving/compliance platform.
Experience in financial services or another regulated industry where recordkeeping and compliance matter.
A track record running a structured rollout or migration across many independent or franchise-style accounts.
Comfort with ticketing or tracker tools for status reporting across a large account list.

Of Note:

Completed background checks will be required before the start date if you are selected as a winning candidate.

While we strive to respond to all applicants, please understand that due to the high volume of applications we receive, providing individual feedback or responses to every candidate may not be feasible. Rest assured that your application will be carefully reviewed and considered. We appreciate your understanding and interest in joining our

Apply Now

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