IT Support/Project Coordinator (Remote, Canada)
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
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.
- 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.
- 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.
- 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.
- 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.
- Completed background checks will be required before the start date if you are selected as a winning candidate.