Senior Estate Client Services Administrator
As a Senior Estate Client Services Administrator, Lesley Stewart is responsible for the administration of estate and trust accounts, generally including accounts of a highly sensitive or more complex nature. Lesley works in collaboration with other estate administration professionals, estate tax accountants, the Investment Management and Client Service teams at RWA, and clients to identify, value, collect, and distribute assets according to a decedent’s estate plan and to complete the required estate, individual, and fiduciary tax filings. She organizes the daily administrative tasks of an estate, such as controlling the bills and cash flow, while providing the support fiduciaries and families need during estate settlements.
Lesley joined RWA in 2023, having spent more than 16 years with Ropes & Gray LLP, most recently as a Senior Estate Client Services Administrator. Prior to Ropes & Gray LLP, she worked with Deutsche Bank and State Street Bank & Trust.
Lesley graduated from Villanova University with a BA in Economics.
Lesley resides in Wayland with her husband and two children, is a board member and current president of Wayland Youth Soccer, and otherwise keeps healthy by competing in local sprint triathlons.