Client success story – Shaffer Capital
This month’s success story is an example of how Organizational Architecture assisted its client, Shaffer Capital, with a recruiting challenge.
Shaffer Capital was in search of a new Client Service Associate. Shaffer Capital is a financial planning firm located in Westerville, OH. They help their clients plan for retirement and achieve financial success through informed investments and risk management solutions.
Matt Shaffer, Founder and Chief Executive Officer of Shaffer Capital, said:
“We asked Organizational Architecture to help us fill the position because of our positive experience with them in the past. We knew they would listen to our unique needs and work with us to find someone who could be successful in our business. Organizational Architecture worked closely with us to think about the responsibilities of the job and the experience needed to perform those duties effectively.
The candidates they screened for us had the characteristics we were looking for, which made the selection process much easier. They presented to us four qualified candidates who brought unique talents and styles which gave us options when making our selection decision. Not only did we find a great new team member, but we also connected with candidates who may have a future spot with us”.
As mentioned in Part 1, we spent time doing a bit of work on the front end of the search outlining the necessary competencies for the job. Developing and identifying these screening criteria helped make our recruitment fast, efficient, and effective.