Administrative​/Marketing Coordinator

Overview

We're offering a flexible role with future growth opportunities not common in similar roles.

In this role, you own the day-to-day logistics that keep our investor communications and marketing engine running along.

You’ll coordinate calendars, manage social-media accounts, and serve as a detail-oriented liaison between partners, investors, and our external marketing agency.

• Manage the founder's calendar and meeting logistics
• Maintain organized digital filing systems (dropbox) and checklists - help document business systems for new hires
• Track recurring deadlines - investor notices, content creation, LLC registrations and nudge owners before due dates
• Light expense and accounts payable support

• Help process investor distributions
• Help with investor reporting and email newsletter updates
• Track incoming investor inquiries and route promptly

• Help drive social content for the firm, including basic upload / scheduling and formatting to match our designers work / company branding
• Coordinate and push marketing agency on asset approvals, deadlines, and performance reports

• Assist with CRM setup / fine-tuning and monitor business development KPIs

• Light research (e.g., venue quotes, competitor events)
• Assist partners with ad-hoc tasks

• 5+ yrs administrative experience in a similar role
• Demonstrated comfort with Google Workspace & MS Office
• Familiarity with Linked In company pages and social-media platforms / scheduling
• Comfort with software / CRM proficiency (Close.io or similar)
• Exceptional organizational skills and obsessive attention to detail
• Professional communication skills and high discretion with confidential information
• Ability to work on-site in Irvine 2–3 times per week
• High, positive energy + get it done personality
• Comfortable leveraging ChatGPT / AI to increase productivity

• Prior exposure to finance, wealth management, or investor-facing roles
• Experience coordinating marketing systems / sales process

• 15–20 hours per week
  , ideally spread over 3 shorter days (with two office days minimum)
• $25–$30/hour
  , paid semi-monthly
• Potential to expand responsibilities and hours as firm scales (or can stay part-time)

• Email your Linked In profile or Resume to with the subject line:
  Admin-Marketing Coordinator
• In the email body, write exactly three sentences explaining why your work style & personality makes you a great fit for an entrepreneurial investment firm and why you'd enjoy this role.

Evergreen Capital is a boutique asset management firm with over $100 million invested to date on behalf of our investor network. We're lean but are just starting to scale operations while maintaining the personalized service and niche investment strategies that set us apart. Now is a unique moment to join our team and shape both your career and the next chapter of the firm.