Administrative / Marketing Coordinator

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

• Help keep the trains running on time
• Tackle adhoc tasks which are important but not urgent
• Maintain organized digital filing systems (dropbox) and checklists
• Track recurring deadlines - content creation, LLC registrations and nudge owners before due dates
• Light expense and accounts payable support

Investor Relations (Light)

• Help with CRM software management
• 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

Data & CRM

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

Qualifications

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

Nice-to-Haves

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

Hours & Compensation

• 10-15 hours per week, ideally spread over two in-person days
• $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

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.