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Document Intake Specialist
You are a detail-oriented and organized administrative professional who enjoys working with documents, systems, and processes. You have strong attention to detail, excellent follow-through, and the ability to manage repetitive tasks while maintaining accuracy and confidentiality. You thrive in a team environment and are eager to learn, improve processes, and support daily office operations and eager for growth.
Location: Petaluma, CA (Onsite)
This Position Pays: $20–$26.00/hr DOE
Schedule: Monday–Friday, 8:30 AM–5:00 PM
Position Type: Full-Time Temp-to-Hire
What You Will Be Doing:
- Collect, sort, scan, and electronically archive incoming documents
- Manage document-related email correspondence and route files through established workflows
- Use multiple software systems to organize, import, and process documentation
- Edit and format documents, including redacting, splitting, and combining files
- Review outgoing correspondence for accuracy and distribute digitally
- Maintain organized records while following compliance and security procedures
- Troubleshoot basic scanner/printer issues and support office operations
- Assist with check scanning, office supply management, and vendor/visitor support
- Complete occasional post office runs and administrative tasks as needed
What You Bring:
- High school diploma or equivalent
- 6+ months of professional office experience
- Proficiency with Microsoft Office Suite/MS 365 and ability to learn new systems quickly
- Experience with scanners, printers, and standard office equipment
- Strong attention to detail with excellent organizational and time-management skills
- Professional communication skills and a customer-focused mindset
- Ability to follow detailed procedures while managing multiple priorities
Preferred Qualifications:
- Experience in insurance, banking, or administrative support
- Familiarity with insurance documents or workflow systems
- Experience with Zendesk or similar ticketing platforms
- Knowledge of Power Automate, VBA Macros, or office automation tools
For over 50 years, Nelson Connects has empowered employers and job seekers to achieve their unique versions of success. Our commitment to excellence, integrity, compassion, and innovation has made us a trusted partner in connecting jobs, people, and communities. The remarkably talented and dedicated people of Nelson Connects are building on the rich history of this company to define the future of our industry, and we can’t wait to work with you.
We are Nelson Connects, and our purpose is your success.
To learn more about our workplace culture and the position, please apply
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