Front Office Assistant in Glendora, California

About This Job

Are you a methodical individual with a keen eye for detail? Do you instinctively assume responsibility and see tasks through to their conclusion? Would colleagues characterize you as an indispensable team member? Steward Financial Services in San Dimas is currently recruiting support staff for the upcoming tax season. These are temporary roles scheduled from mid-January through April 15, 2026. We are looking to fill two shifts, with one person needed for each.

The schedule is Monday through Saturday, with Sunday and one additional weekday off.

This dynamic role is designed to maintain an efficient workflow by executing essential daily duties while proactively seeking opportunities to provide exceptional support to our tax preparation team. Every staff member plays a crucial part in our office\'s ability to serve clients during the tax season. Consequently, you must be adept at using a computer and able to master new software promptly. You will receive training in all office operations, which include scheduling appointments, data entry, filing, managing mail, preparing finished returns, and making follow-up calls. Your responsibilities will also involve interacting with diverse clients, welcoming visitors, screening phone calls, and recording messages.

The successful candidate will be personable, detail-oriented, and organized in managing assigned tasks, with the capacity to process sensitive information discreetly. The ability to perform effectively under pressure in a bustling setting is essential.

Qualifications

• At least one year of office experience is preferred but not mandatory.
• Proficiency with computers and word processing software, including MS Word, Excel, and Outlook.
• Outstanding verbal, written, and interpersonal communication skills, with a proven ability to collaborate within a team.
• Strong organizational capabilities.
• Sound judgment in handling confidential material.
• Initiative to undertake new assignments and learn new procedures as needed.
• The capacity to work autonomously.
• Applicants must be trustworthy and demonstrate a high degree of integrity.

To apply for this rewarding position, please send your resume to info@yoursteward.com. Please, no phone calls.