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.

Core Responsibilities Area / What You’ll Do:

Executive & Office Support

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

Investor Relations (Light)

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

Social-Media & Marketing Ops

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

Data & CRM

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

Special Projects

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

Qualifications

5+ yrs administrative experience in a similar role
Demonstrated comfort with Google Workspace & MS Office
Familiarity with LinkedIn 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

Nice-to-Haves

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

Hours & Compensation

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)

**How to Apply**

Email your LinkedIn profile or Resume to **info@evergreencap.com** with the subject line: Admin-Marketing Coordinator <Last Name>
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.

Evergreen Capital

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